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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,652 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,398 | $78,422-12.8% | $95,952-28.7% | $79,858-14.4% |
| Participation rate | 79.5% | 73.5%+6.0pp | 77.1%+2.4pp | 69.6%+9.8pp |
| Annual return | 9.37% | 19.37%-10.0pp | 91.61%-82.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $2,259 | $1,945+16.1% | $2,541-11.1% | $2,471-8.6% |
| Participant deferral / active EE | $6,352 | $3,440+84.6% | $4,167+52.4% | $3,740+69.8% |
| Admin fee / account holder | $141 | $5,622-97.5% | $6,795-97.9% | $5,306-97.3% |