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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,749 |
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 | $54,364 | $59,186-8.1% | $76,768-29.2% | $56,287-3.4% |
| Participation rate | 72.8% | 75.2%-2.4pp | 77.0%-4.2pp | 69.9%+2.9pp |
| Annual return | -6.36% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,792 | $1,759+1.9% | $2,485-27.9% | $2,111-15.1% |
| Participant deferral / active EE | $2,987 | $3,255-8.2% | $3,852-22.4% | $3,350-10.8% |
| Admin fee / account holder | $176 | $489-64.1% | $6,675-97.4% | $521-66.3% |