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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,045 | $76,050+9.2% | $96,544-14.0% | $71,457+16.2% |
| Participation rate | 79.7% | 74.4%+5.3pp | 76.0%+3.8pp | 67.9%+11.8pp |
| Annual return | 21.24% | 22.81%-1.6pp | 25.84%-4.6pp | 28.85%-7.6pp |
| Employer contribution / active EE | $2,535 | $2,244+13.0% | $2,965-14.5% | $2,588-2.0% |
| Participant deferral / active EE | $6,194 | $4,215+46.9% | $4,851+27.7% | $4,289+44.4% |
| Admin fee / account holder | $147 | $2,707-94.6% | $8,252-98.2% | $1,587-90.7% |