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 | $12,281 |
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 | $138,168 | $88,515+56.1% | $162,163-14.8% | $67,579+104.5% |
| Participation rate | 97.7% | 86.8%+10.9pp | 87.6%+10.1pp | 71.3%+26.4pp |
| Annual return | 24.82% | 27.04%-2.2pp | 115.59%-90.8pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,288 | $3,563-63.8% | $5,614-77.1% | $2,148-40.0% |
| Participant deferral / active EE | $7,539 | $5,724+31.7% | $7,298+3.3% | $3,539+113.0% |
| Admin fee / account holder | $38 | $124-69.0% | $10,843-99.6% | $142-73.0% |