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 | $15,009 |
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 | $36,870 | $59,535-38.1% | $90,160-59.1% | $62,292-40.8% |
| Participation rate | 86.6% | 73.0%+13.5pp | 76.9%+9.7pp | 69.5%+17.1pp |
| Annual return | 17.70% | 23.53%-5.8pp | 34.88%-17.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,357 | $1,826+29.1% | $3,318-29.0% | $2,042+15.4% |
| Participant deferral / active EE | $3,726 | $4,639-19.7% | $5,288-29.5% | $3,169+17.6% |
| Admin fee / account holder | $29 | $337-91.5% | $5,943-99.5% | $479-94.0% |