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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,487 |
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 | $92,916 | $59,332+56.6% | $90,223+3.0% | $59,632+55.8% |
| Participation rate | 84.4% | 71.9%+12.5pp | 79.0%+5.3pp | 68.7%+15.7pp |
| Annual return | 0.20% | 3.25%-3.0pp | 1.31%-1.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,724 | $3,031-43.1% | $4,378-60.6% | $2,203-21.7% |
| Participant deferral / active EE | $8,129 | $4,369+86.0% | $5,792+40.3% | $3,192+154.7% |
| Admin fee / account holder | $23 | $5,032-99.5% | $7,406-99.7% | $4,297-99.5% |