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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,075 |
Annual investment return 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 | $167,170 | $56,317+196.8% | $71,209+134.8% | $74,304+125.0% |
| Participation rate | 98.2% | 55.1%+43.1pp | 73.8%+24.4pp | 60.3%+37.8pp |
| Annual return | 11.85% | 42.83%-31.0pp | 282.51%-270.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $2,763 | $2,160+27.9% | $2,721+1.5% | $2,241+23.3% |
| Participant deferral / active EE | $7,956 | $2,788+185.4% | $4,175+90.6% | $3,767+111.2% |
| Admin fee / account holder | $15 | $2,290-99.4% | $5,349-99.7% | $2,969-99.5% |