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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,224 |
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 | $47,115 | $99,078-52.4% | $96,544-51.2% | $74,419-36.7% |
| Participation rate | 99.6% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | -8.06% | 22.48%-30.5pp | 25.84%-33.9pp | 34.38%-42.4pp |
| Employer contribution / active EE | $8,018 | $2,570+211.9% | $2,965+170.4% | $2,637+204.0% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $248 | $225+10.2% | $8,252-97.0% | $348-28.8% |