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 8-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,642 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,737 | $51,769-59.9% | $57,343-63.8% | $52,331-60.4% |
| Participation rate | 92.0% | 75.2%+16.8pp | 75.1%+16.9pp | 68.1%+23.9pp |
| Annual return | -0.59% | 2.43%-3.0pp | 24.39%-25.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,698 | $2,335-27.3% | $2,689-36.8% | $1,882-9.8% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $13 | $295-95.6% | $3,356-99.6% | $592-97.8% |