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 | $15,540 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $86,720 | $64,909+33.6% | $82,313+5.4% | $62,292+39.2% |
| Participation rate | 86.8% | 74.9%+12.0pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 15.85% | 21.18%-5.3pp | 25.88%-10.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,715 | $1,676+2.3% | $2,428-29.4% | $2,042-16.0% |
| Participant deferral / active EE | $2,885 | $3,103-7.0% | $3,706-22.2% | $3,169-9.0% |
| Admin fee / account holder | $152 | $440-65.3% | $5,608-97.3% | $479-68.2% |