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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,071 | $131,799-32.4% | $200,582-55.6% | $85,563+4.1% |
| Participation rate | 99.4% | 87.9%+11.4pp | 86.9%+12.5pp | 66.0%+33.4pp |
| Annual return | 14.54% | 21.59%-7.1pp | 42.33%-27.8pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,798 | $4,532-38.3% | $6,419-56.4% | $2,654+5.4% |
| Participant deferral / active EE | $6,335 | $7,702-17.7% | $9,331-32.1% | $4,375+44.8% |
| Admin fee / account holder | $92 | $235-60.7% | $16,305-99.4% | $834-88.9% |