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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,124 |
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 | $116,925 | $58,879+98.6% | $178,490-34.5% | $73,488+59.1% |
| Participation rate | 96.7% | 66.2%+30.5pp | 81.9%+14.8pp | 70.7%+26.0pp |
| Annual return | 12.37% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $3,225 | $2,236+44.2% | $5,011-35.6% | $2,270+42.1% |
| Participant deferral / active EE | $8,120 | $2,567+216.3% | $5,202+56.1% | $3,740+117.2% |
| Admin fee / account holder | $263 | $400-34.2% | $13,984-98.1% | $513-48.7% |