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 | $5,395 |
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 | $30,207 | $51,244-41.1% | $80,975-62.7% | $55,167-45.2% |
| Participation rate | 77.9% | 71.7%+6.2pp | 75.8%+2.1pp | 69.0%+8.9pp |
| Annual return | 6.88% | 17.39%-10.5pp | 17.10%-10.2pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,786 | $1,770+0.9% | $3,714-51.9% | $1,963-9.0% |
| Participant deferral / active EE | $2,896 | $4,418-34.5% | $5,696-49.2% | $3,054-5.2% |
| Admin fee / account holder | $38 | $398-90.5% | $5,516-99.3% | $504-92.5% |