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 5-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,668 | $55,636-34.1% | $81,983-55.3% | $73,488-50.1% |
| Participation rate | 84.9% | 62.3%+22.7pp | 69.2%+15.7pp | 70.7%+14.3pp |
| Annual return | 0.00% | 19.07%-19.1pp | 41.31%-41.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $49 | $1,625-97.0% | $2,498-98.0% | $2,270-97.8% |
| Participant deferral / active EE | $267 | $2,762-90.3% | $3,722-92.8% | $3,740-92.9% |
| Admin fee / account holder | $13 | $493-97.4% | $5,664-99.8% | $513-97.6% |