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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,750 |
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 | $204,644 | $122,239+67.4% | $184,203+11.1% | $74,495+174.7% |
| Participation rate | 98.3% | 85.5%+12.8pp | 86.8%+11.5pp | 67.2%+31.1pp |
| Annual return | 15.16% | 19.95%-4.8pp | 28.81%-13.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,447 | $4,537-68.1% | $6,427-77.5% | $2,623-44.8% |
| Participant deferral / active EE | $9,700 | $7,139+35.9% | $9,131+6.2% | $4,346+123.2% |
| Admin fee / account holder | $37 | $1,260-97.1% | $13,901-99.7% | $1,942-98.1% |