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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,677 |
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 | $155,155 | $86,944+78.5% | $107,525+44.3% | $74,304+108.8% |
| Participation rate | 79.8% | 59.6%+20.3pp | 75.1%+4.7pp | 60.3%+19.5pp |
| Annual return | 7.81% | 23.52%-15.7pp | 181.32%-173.5pp | 29.43%-21.6pp |
| Employer contribution / active EE | $20,706 | $2,757+651.1% | $3,754+451.6% | $2,241+823.9% |
| Participant deferral / active EE | $2,715 | $3,554-23.6% | $5,116-46.9% | $3,767-27.9% |
| Admin fee / account holder | $127 | $3,727-96.6% | $8,919-98.6% | $2,969-95.7% |