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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,960 |
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 | $71,867 | $62,586+14.8% | $76,768-6.4% | $64,186+12.0% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+16.9pp | 69.6%+24.3pp |
| Annual return | 8.83% | -1.95%+10.8pp | 2.43%+6.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $788 | $1,832-57.0% | $2,485-68.3% | $2,381-66.9% |
| Participant deferral / active EE | $2,580 | $3,145-18.0% | $3,852-33.0% | $3,470-25.7% |
| Admin fee / account holder | $81 | $4,667-98.3% | $6,675-98.8% | $4,888-98.3% |