Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,170 | $47,105+254.9% | $68,368+144.5% | $67,986+145.9% |
| Participation rate | 98.2% | 51.8%+46.4pp | 73.8%+24.4pp | 57.2%+41.0pp |
| Annual return | 11.85% | 48.37%-36.5pp | 292.57%-280.7pp | 31.67%-19.8pp |
| Employer contribution / active EE | $2,763 | $1,859+48.6% | $2,649+4.3% | $2,019+36.9% |
| Participant deferral / active EE | $7,956 | $2,374+235.1% | $4,123+93.0% | $3,358+136.9% |
| Admin fee / account holder | $15 | $2,435-99.4% | $5,150-99.7% | $3,203-99.5% |