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 | $11,518 |
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 | $106,877 | $80,005+33.6% | $140,016-23.7% | $55,725+91.8% |
| Participation rate | 98.1% | 87.0%+11.1pp | 87.5%+10.6pp | 70.9%+27.3pp |
| Annual return | -4.23% | 0.46%-4.7pp | 651.12%-655.3pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,314 | $3,403-61.4% | $5,606-76.6% | $2,078-36.8% |
| Participant deferral / active EE | $7,367 | $5,264+40.0% | $6,927+6.4% | $3,356+119.6% |
| Admin fee / account holder | $36 | $116-69.3% | $10,705-99.7% | $115-69.1% |