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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,987 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,401 | $121,341+64.3% | $189,513+5.2% | $79,386+151.2% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.8%+7.4pp | 70.7%+24.5pp |
| Annual return | 14.74% | 21.08%-6.3pp | 555.15%-540.4pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,426 | $3,915-63.6% | $6,162-76.9% | $2,427-41.3% |
| Participant deferral / active EE | $8,642 | $6,395+35.1% | $8,221+5.1% | $4,046+113.6% |
| Admin fee / account holder | $42 | $651-93.6% | $12,045-99.7% | $626-93.4% |