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 | $7,204 |
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 | $62,224 | $50,643+22.9% | $106,619-41.6% | $55,167+12.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.0%+22.0pp | 69.0%+31.0pp |
| Annual return | 8.01% | 7.02%+1.0pp | 9.42%-1.4pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,808 | $1,626+11.2% | $3,947-54.2% | $1,963-7.9% |
| Participant deferral / active EE | $3,853 | $2,208+74.5% | $3,930-2.0% | $3,054+26.1% |
| Admin fee / account holder | $64 | $488-86.9% | $6,418-99.0% | $504-87.3% |