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 4-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,035 | $65,435-51.0% | $86,677-63.0% | $66,914-52.1% |
| Participation rate | 97.7% | 75.5%+22.2pp | 76.6%+21.1pp | 69.8%+27.9pp |
| Annual return | -17.72% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,812 | $2,153-15.9% | $2,836-36.1% | $2,544-28.8% |
| Participant deferral / active EE | $6,075 | $4,100+48.2% | $4,656+30.5% | $4,237+43.4% |
| Admin fee / account holder | $65 | $642-89.9% | $7,493-99.1% | $593-89.1% |