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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,686 |
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 | $99,986 | $75,183+33.0% | $123,892-19.3% | $55,167+81.2% |
| Participation rate | 91.0% | 72.8%+18.1pp | 81.4%+9.6pp | 69.0%+22.0pp |
| Annual return | 7.57% | 19.01%-11.4pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,688 | $2,823-40.2% | $4,617-63.4% | $1,963-14.0% |
| Participant deferral / active EE | $7,589 | $5,084+49.3% | $5,984+26.8% | $3,054+148.5% |
| Admin fee / account holder | $20 | $663-97.0% | $8,357-99.8% | $504-96.0% |