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 5-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 | $45,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,179 | $88,890+79.1% | $102,423+55.4% | $77,643+105.0% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.8pp |
| Annual return | 19.54% | 24.98%-5.4pp | 29.32%-9.8pp | 31.24%-11.7pp |
| Employer contribution / active EE | $5,050 | $2,698+87.2% | $3,023+67.0% | $2,726+85.3% |
| Participant deferral / active EE | $9,025 | $5,145+75.4% | $5,053+78.6% | $4,647+94.2% |
| Admin fee / account holder | $103 | $235-56.4% | $9,451-98.9% | $430-76.2% |