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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,048 | $99,078+22.2% | $96,544+25.4% | $74,419+62.7% |
| Participation rate | 99.7% | 80.7%+19.1pp | 76.0%+23.8pp | 70.7%+29.0pp |
| Annual return | 18.62% | 22.48%-3.9pp | 25.84%-7.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,025 | $2,570-21.2% | $2,965-31.7% | $2,637-23.2% |
| Participant deferral / active EE | $6,633 | $4,933+34.5% | $4,851+36.7% | $4,528+46.5% |
| Admin fee / account holder | $119 | $225-46.8% | $8,252-98.6% | $348-65.7% |