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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,160 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $56,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,507 | $102,197+18.9% | $142,449-14.7% | $74,419+63.3% |
| Participation rate | 96.3% | 79.8%+16.4pp | 76.8%+19.5pp | 70.7%+25.6pp |
| Annual return | 18.24% | 19.73%-1.5pp | 19.99%-1.8pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,235 | $5,052-16.2% | $4,847-12.6% | $2,637+60.6% |
| Participant deferral / active EE | $8,826 | $6,304+40.0% | $6,283+40.5% | $4,528+94.9% |
| Admin fee / account holder | $240 | $186+29.1% | $10,011-97.6% | $348-31.1% |