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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,169 |
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 | $69,850 | $73,102-4.4% | $123,544-43.5% | $56,287+24.1% |
| Participation rate | 98.3% | 74.3%+24.0pp | 82.3%+16.0pp | 69.9%+28.5pp |
| Annual return | -6.84% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,408 | $2,977-52.7% | $4,628-69.6% | $2,111-33.3% |
| Participant deferral / active EE | $4,382 | $5,423-19.2% | $6,426-31.8% | $3,350+30.8% |
| Admin fee / account holder | $214 | $554-61.4% | $9,284-97.7% | $521-58.9% |