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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,043 |
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 | $36,937 | $64,909-43.1% | $82,313-55.1% | $62,292-40.7% |
| Participation rate | 74.8% | 74.9%0pp | 76.9%-2.1pp | 69.5%+5.3pp |
| Annual return | 14.50% | 21.18%-6.7pp | 25.88%-11.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,039 | $1,676-38.0% | $2,428-57.2% | $2,042-49.1% |
| Participant deferral / active EE | $1,867 | $3,103-39.9% | $3,706-49.6% | $3,169-41.1% |
| Admin fee / account holder | $81 | $440-81.7% | $5,608-98.6% | $479-83.2% |