Filed January 6, 2020
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 7-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 | $20,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,859 | $65,557+79.8% | $64,056+84.0% | $71,457+64.9% |
| Participation rate | 99.5% | 73.2%+26.4pp | 72.3%+27.2pp | 67.9%+31.6pp |
| Annual return | 17.53% | 18.94%-1.4pp | 33.69%-16.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $6,547 | $2,669+145.3% | $2,747+138.4% | $2,588+153.0% |
| Participant deferral / active EE | $6,407 | $3,626+76.7% | $3,880+65.1% | $4,289+49.4% |
| Admin fee / account holder | $61 | $616-90.2% | $3,068-98.0% | $1,587-96.2% |