Filed March 5, 2019
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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,773 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,954 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,923 | $43,709+21.1% | $61,491-13.9% | $64,808-18.3% |
| Participation rate | 98.6% | 69.2%+29.4pp | 79.3%+19.3pp | 71.5%+27.1pp |
| Annual return | -14.00% | -9.98%-4.0pp | -12.98%-1.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,109 | $2,113+47.1% | $4,246-26.8% | $2,506+24.1% |
| Participant deferral / active EE | $4,393 | $3,022+45.4% | $5,188-15.3% | $4,310+1.9% |
| Admin fee / account holder | $219 | $131+66.9% | $4,312-94.9% | $188+16.6% |