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 | $19,649 |
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 | $205,230 | $70,908+189.4% | $98,907+107.5% | $73,488+179.3% |
| Participation rate | 97.7% | 73.8%+24.0pp | 76.0%+21.7pp | 70.7%+27.1pp |
| Annual return | 12.52% | 34.17%-21.6pp | 196.43%-183.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $7,183 | $2,036+252.7% | $2,689+167.1% | $2,270+216.4% |
| Participant deferral / active EE | $7,972 | $3,500+127.8% | $4,244+87.8% | $3,740+113.2% |
| Admin fee / account holder | $170 | $535-68.3% | $6,642-97.4% | $513-66.9% |