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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,296 |
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 | $178,566 | $130,194+37.2% | $169,993+5.0% | $71,457+149.9% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | 16.93% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,413 | $4,381-67.7% | $6,785-79.2% | $2,588-45.4% |
| Participant deferral / active EE | $9,520 | $6,923+37.5% | $10,408-8.5% | $4,289+122.0% |
| Admin fee / account holder | $38 | $966-96.1% | $12,815-99.7% | $1,587-97.6% |