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 | $10,486 |
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 | $96,733 | $55,449+74.5% | $83,848+15.4% | $56,287+71.9% |
| Participation rate | 82.2% | 68.0%+14.2pp | 76.1%+6.1pp | 69.9%+12.4pp |
| Annual return | -5.90% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,390 | $2,430-42.8% | $3,631-61.7% | $2,111-34.2% |
| Participant deferral / active EE | $4,954 | $2,935+68.8% | $4,082+21.4% | $3,350+47.9% |
| Admin fee / account holder | $78 | $656-88.2% | $5,478-98.6% | $521-85.1% |