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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,567 |
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 | $28,817 | $59,186-51.3% | $76,768-62.5% | $56,287-48.8% |
| Participation rate | 77.4% | 75.2%+2.2pp | 77.0%+0.4pp | 69.9%+7.5pp |
| Annual return | -5.90% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $929 | $1,759-47.2% | $2,485-62.6% | $2,111-56.0% |
| Participant deferral / active EE | $1,866 | $3,255-42.7% | $3,852-51.6% | $3,350-44.3% |
| Admin fee / account holder | $53 | $489-89.2% | $6,675-99.2% | $521-89.8% |