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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,611 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,089 | $69,763+89.3% | $67,502+95.7% | $74,495+77.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.46% | -40.34%+54.8pp | 3512.12%-3497.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,662 | $2,704+146.4% | $2,731+144.0% | $2,623+154.0% |
| Participant deferral / active EE | $7,087 | $3,636+94.9% | $4,000+77.2% | $4,346+63.1% |
| Admin fee / account holder | $168 | $896-81.2% | $3,998-95.8% | $1,942-91.3% |