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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,654 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,368 | $62,586-48.3% | $76,768-57.8% | $64,186-49.6% |
| Participation rate | 79.4% | 72.8%+6.6pp | 77.0%+2.4pp | 69.6%+9.8pp |
| Annual return | -7.71% | -1.95%-5.8pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $867 | $1,832-52.7% | $2,485-65.1% | $2,381-63.6% |
| Participant deferral / active EE | $2,783 | $3,145-11.5% | $3,852-27.7% | $3,470-19.8% |
| Admin fee / account holder | $144 | $4,667-96.9% | $6,675-97.8% | $4,888-97.1% |