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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,026 |
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 | $104,528 | $72,254+44.7% | $86,677+20.6% | $64,808+61.3% |
| Participation rate | 99.5% | 80.4%+19.1pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | -17.86% | 392.42%-410.3pp | 35.91%-53.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,953 | $2,393-18.4% | $2,836-31.2% | $2,506-22.1% |
| Participant deferral / active EE | $6,881 | $4,658+47.7% | $4,656+47.8% | $4,310+59.6% |
| Admin fee / account holder | $115 | $174-33.9% | $7,493-98.5% | $188-38.8% |