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 3-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 | $84,709 |
Employer contribution per participant 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 | $17,094 | $52,224-67.3% | $88,946-80.8% | $102,872-83.4% |
| Participation rate | 97.3% | 40.8%+56.6pp | 68.8%+28.5pp | 73.0%+24.3pp |
| Annual return | 20.24% | 16.96%+3.3pp | 57.82%-37.6pp | 19.06%+1.2pp |
| Employer contribution / active EE | $7 | $1,241-99.4% | $2,555-99.7% | $3,526-99.8% |
| Participant deferral / active EE | $4,328 | $2,611+65.7% | $4,581-5.5% | $5,535-21.8% |
| Admin fee / account holder | $55 | $1,723-96.8% | $8,261-99.3% | $292-81.1% |