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 | $10,039 |
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 | $73,897 | $60,165+22.8% | $74,183-0.4% | $55,167+34.0% |
| Participation rate | 83.6% | 74.2%+9.5pp | 76.6%+7.0pp | 69.0%+14.6pp |
| Annual return | 7.28% | 10.00%-2.7pp | 17.74%-10.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,625 | $1,600+1.6% | $2,370-31.4% | $1,963-17.2% |
| Participant deferral / active EE | $2,580 | $2,973-13.2% | $3,550-27.3% | $3,054-15.5% |
| Admin fee / account holder | $101 | $419-75.8% | $5,586-98.2% | $504-79.9% |