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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $224,262 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,602 | $130,084-74.9% | $138,135-76.4% | $90,288-63.9% |
| Participation rate | 94.7% | 86.0%+8.7pp | 78.7%+16.0pp | 73.4%+21.4pp |
| Annual return | 8.69% | 14.63%-5.9pp | 20.51%-11.8pp | 53.97%-45.3pp |
| Employer contribution / active EE | $2,227 | $5,865-62.0% | $5,587-60.1% | $2,524-11.8% |
| Participant deferral / active EE | $5,299 | $7,099-25.4% | $6,431-17.6% | $4,232+25.2% |
| Admin fee / account holder | $95 | $187-49.1% | $11,856-99.2% | $114-16.8% |