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 | $10,764 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,559 | $136,307+20.7% | $177,821-7.5% | $73,488+123.9% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.7%+8.0pp | 70.7%+25.0pp |
| Annual return | 16.52% | 18.68%-2.2pp | 48.32%-31.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,389 | $3,712-62.6% | $5,918-76.5% | $2,270-38.8% |
| Participant deferral / active EE | $8,213 | $5,829+40.9% | $7,714+6.5% | $3,740+119.6% |
| Admin fee / account holder | $35 | $596-94.2% | $12,427-99.7% | $513-93.2% |