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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,189 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,178 | $54,320-46.3% | $67,652-56.9% | $52,331-44.2% |
| Participation rate | 78.0% | 73.6%+4.4pp | 75.7%+2.3pp | 68.1%+9.9pp |
| Annual return | -0.33% | 6.81%-7.1pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,124 | $1,544-27.2% | $2,266-50.4% | $1,882-40.3% |
| Participant deferral / active EE | $2,008 | $2,950-31.9% | $3,560-43.6% | $3,022-33.6% |
| Admin fee / account holder | $54 | $527-89.8% | $4,821-98.9% | $592-90.9% |