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 |
|---|---|---|
Service code 13 | Contract Administrator | $61,664 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-1027290 | Contract Administrator | $58,509 |
Service code 27 · EIN 20-4554635 | Advisory (Plan) | $41,639 |
Service code 49 · EIN 51-0383217 | Other Services | $0 |
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 | $65,140 | $129,021-49.5% | $184,203-64.6% | $77,643-16.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | -2.41% | 33.27%-35.7pp | 28.81%-31.2pp | 31.24%-33.6pp |
| Employer contribution / active EE | $4,623 | $4,413+4.8% | $6,427-28.1% | $2,726+69.6% |
| Participant deferral / active EE | $6,839 | $7,297-6.3% | $9,131-25.1% | $4,647+47.2% |
| Admin fee / account holder | $197 | $254-22.5% | $13,901-98.6% | $430-54.3% |