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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,064 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,978 | $67,606+3.5% | $82,313-15.0% | $70,131-0.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.71% | 21.57%-11.9pp | 25.88%-16.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $807 | $1,755-54.0% | $2,428-66.7% | $2,342-65.5% |
| Participant deferral / active EE | $2,619 | $2,987-12.3% | $3,706-29.3% | $3,332-21.4% |
| Admin fee / account holder | $65 | $4,512-98.6% | $5,608-98.8% | $4,645-98.6% |