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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,059 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,115 | $47,722-68.3% | $82,719-81.7% | $64,808-76.7% |
| Participation rate | 97.8% | 67.6%+30.2pp | 72.6%+25.3pp | 71.5%+26.3pp |
| Annual return | -7.00% | -13.05%+6.0pp | 701.18%-708.2pp | 32.82%-39.8pp |
| Employer contribution / active EE | $3,011 | $2,179+38.2% | $3,009+0.1% | $2,506+20.1% |
| Participant deferral / active EE | $146 | $3,329-95.6% | $4,395-96.7% | $4,310-96.6% |
| Admin fee / account holder | $96 | $143-32.9% | $5,329-98.2% | $188-48.9% |