See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,059 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,734 | $78,422+10.6% | $95,952-9.6% | $79,858+8.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.58% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,158 | $1,945+10.9% | $2,541-15.1% | $2,471-12.7% |
| Participant deferral / active EE | $2,634 | $3,440-23.4% | $4,167-36.8% | $3,740-29.6% |
| Admin fee / account holder | $29 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |