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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,436 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,950 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,023 | $72,482+44.9% | $129,110-18.7% | $64,808+62.1% |
| Participation rate | 96.4% | 79.2%+17.1pp | 77.3%+19.1pp | 71.5%+24.9pp |
| Annual return | -27.78% | -9.08%-18.7pp | -10.94%-16.8pp | 32.82%-60.6pp |
| Employer contribution / active EE | $4,071 | $4,247-4.2% | $5,052-19.4% | $2,506+62.5% |
| Participant deferral / active EE | $8,585 | $5,679+51.2% | $6,542+31.2% | $4,310+99.2% |
| Admin fee / account holder | $199 | $144+37.8% | $14,302-98.6% | $188+5.9% |