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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,042 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,336 | $185,342-79.9% | $111,297-66.5% | $86,799-57.0% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.3%+22.4pp | 72.3%+27.4pp |
| Annual return | 21.55% | 500.80%-479.2pp | 54.65%-33.1pp | 97.91%-76.4pp |
| Employer contribution / active EE | $6,469 | $2,246+188.0% | $2,731+136.9% | $2,405+168.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $269 | $255+5.4% | $7,964-96.6% | $170+58.7% |