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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,838 |
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 | $66,490 | $58,083+14.5% | $80,019-16.9% | $56,287+18.1% |
| Participation rate | 98.2% | 73.6%+24.6pp | 75.8%+22.4pp | 69.9%+28.4pp |
| Annual return | -4.49% | 34.61%-39.1pp | 11.22%-15.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,203 | $1,932-37.7% | $2,468-51.3% | $2,111-43.0% |
| Participant deferral / active EE | $3,134 | $3,1350% | $3,686-15.0% | $3,350-6.4% |
| Admin fee / account holder | $20 | $623-96.8% | $6,521-99.7% | $521-96.1% |