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 10-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,306 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,846 | $60,165-30.4% | $74,183-43.6% | $55,167-24.1% |
| Participation rate | 76.1% | 74.2%+2.0pp | 76.6%-0.5pp | 69.0%+7.1pp |
| Annual return | 7.78% | 10.00%-2.2pp | 17.74%-10.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,611 | $1,600+0.7% | $2,370-32.0% | $1,963-17.9% |
| Participant deferral / active EE | $4,588 | $2,973+54.3% | $3,550+29.3% | $3,054+50.2% |
| Admin fee / account holder | $70 | $419-83.4% | $5,586-98.8% | $504-86.1% |