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 | $43,562 |
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 | $15,002 | $46,292-67.6% | $143,757-89.6% | $64,808-76.9% |
| Participation rate | 97.7% | 64.2%+33.5pp | 80.3%+17.4pp | 71.5%+26.3pp |
| Annual return | -17.24% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $5,043 | $1,910+164.1% | $4,951+1.9% | $2,506+101.2% |
| Participant deferral / active EE | $787 | $2,646-70.3% | $5,637-86.0% | $4,310-81.8% |
| Admin fee / account holder | $156 | $154+1.5% | $14,673-98.9% | $188-16.9% |