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 | $10,649 |
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 | $80,151 | $91,418-12.3% | $87,100-8.0% | - |
| Participation rate | 87.9% | 78.6%+9.3pp | 76.9%+11.0pp | - |
| Annual return | 25.89% | 14.06%+11.8pp | 28.19%-2.3pp | - |
| Employer contribution / active EE | $3,164 | $2,156+46.8% | $2,521+25.5% | - |
| Participant deferral / active EE | $6,737 | $3,251+107.2% | $4,049+66.4% | - |
| Admin fee / account holder | $91 | $8,929-99.0% | $7,497-98.8% | - |