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 | $1,616 |
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 | $95,579 | $72,388+32.0% | $111,392-14.2% | $64,186+48.9% |
| Participation rate | 88.1% | 70.5%+17.6pp | 78.9%+9.3pp | 69.6%+18.6pp |
| Annual return | -5.73% | -1.50%-4.2pp | -2.06%-3.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,025 | $3,000-32.5% | $4,328-53.2% | $2,381-14.9% |
| Participant deferral / active EE | $9,387 | $4,241+121.3% | $5,567+68.6% | $3,470+170.5% |
| Admin fee / account holder | $11 | $5,719-99.8% | $12,266-99.9% | $4,888-99.8% |