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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,900 |
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 | $89,748 | $73,638+21.9% | $95,952-6.5% | $73,488+22.1% |
| Participation rate | 85.5% | 76.2%+9.3pp | 77.1%+8.4pp | 70.7%+14.8pp |
| Annual return | 15.86% | 16.78%-0.9pp | 91.61%-75.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,670 | $1,863+43.3% | $2,541+5.1% | $2,270+17.6% |
| Participant deferral / active EE | $6,586 | $3,617+82.1% | $4,167+58.1% | $3,740+76.1% |
| Admin fee / account holder | $95 | $482-80.3% | $6,795-98.6% | $513-81.4% |