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 | $110,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,617 | $88,890+51.4% | $102,423+31.4% | $77,643+73.4% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.5%+23.1pp | 70.6%+29.0pp |
| Annual return | 12.90% | 24.98%-12.1pp | 29.32%-16.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,058 | $2,698-23.7% | $3,023-31.9% | $2,726-24.5% |
| Participant deferral / active EE | $6,990 | $5,145+35.8% | $5,053+38.3% | $4,647+50.4% |
| Admin fee / account holder | $131 | $235-44.5% | $9,451-98.6% | $430-69.6% |