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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,528 |
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 | $157,201 | $102,553+53.3% | $151,611+3.7% | $66,914+134.9% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -11.12% | -10.82%-0.3pp | 3.33%-14.5pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,416 | $4,180-66.1% | $6,166-77.0% | $2,544-44.3% |
| Participant deferral / active EE | $8,932 | $6,641+34.5% | $8,363+6.8% | $4,237+110.8% |
| Admin fee / account holder | $32 | $630-94.9% | $11,616-99.7% | $593-94.6% |