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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,583 |
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 | $48,333 | $47,456+1.8% | $172,739-72.0% | $77,787-37.9% |
| Participation rate | 93.3% | 66.3%+27.1pp | 82.6%+10.7pp | 73.2%+20.1pp |
| Annual return | 20.08% | 35.57%-15.5pp | 802.84%-782.8pp | 32.57%-12.5pp |
| Employer contribution / active EE | $3,663 | $1,574+132.7% | $5,143-28.8% | $2,504+46.3% |
| Participant deferral / active EE | $3,722 | $2,560+45.4% | $5,198-28.4% | $3,967-6.2% |
| Admin fee / account holder | $107 | $81+32.2% | $13,954-99.2% | $100+6.8% |