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 9-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 | $37,719 |
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 | $102,501 | $52,953+93.6% | $172,739-40.7% | $65,185+57.2% |
| Participation rate | 94.7% | 66.2%+28.5pp | 82.6%+12.0pp | 70.2%+24.5pp |
| Annual return | 20.62% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,801 | $2,190+27.9% | $5,143-45.5% | $2,177+28.7% |
| Participant deferral / active EE | $7,556 | $2,471+205.8% | $5,198+45.4% | $3,514+115.0% |
| Admin fee / account holder | $222 | $472-53.0% | $13,954-98.4% | $847-73.8% |