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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,220 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,975 | $94,621+8.8% | $138,135-25.5% | $73,409+40.3% |
| Participation rate | 98.2% | 83.4%+14.8pp | 78.7%+19.5pp | 72.2%+26.0pp |
| Annual return | 13.43% | 16.57%-3.1pp | 20.51%-7.1pp | 59.29%-45.9pp |
| Employer contribution / active EE | $3,506 | $4,410-20.5% | $5,587-37.3% | $2,234+56.9% |
| Participant deferral / active EE | $7,031 | $6,199+13.4% | $6,431+9.3% | $3,805+84.8% |
| Admin fee / account holder | $175 | $140+24.6% | $11,856-98.5% | $158+10.6% |