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 6-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,859 | $52,293-16.1% | $178,490-75.4% | $73,409-40.3% |
| Participation rate | 93.3% | 65.3%+28.0pp | 81.9%+11.4pp | 72.2%+21.1pp |
| Annual return | 95.05% | 34.75%+60.3pp | 151.07%-56.0pp | 59.29%+35.8pp |
| Employer contribution / active EE | $9,255 | $1,735+433.3% | $5,011+84.7% | $2,234+314.4% |
| Participant deferral / active EE | $6,953 | $2,332+198.1% | $5,202+33.7% | $3,805+82.7% |
| Admin fee / account holder | $87 | $127-31.6% | $13,984-99.4% | $158-44.8% |