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 | $12,696 |
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 | $34,886 | $64,909-46.3% | $82,313-57.6% | $62,292-44.0% |
| Participation rate | 78.3% | 74.9%+3.4pp | 76.9%+1.4pp | 69.5%+8.8pp |
| Annual return | 16.41% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $732 | $1,676-56.3% | $2,428-69.9% | $2,042-64.2% |
| Participant deferral / active EE | $2,447 | $3,103-21.2% | $3,706-34.0% | $3,169-22.8% |
| Admin fee / account holder | $138 | $440-68.6% | $5,608-97.5% | $479-71.2% |