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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,281 |
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 | $124,295 | $82,882+50.0% | $127,761-2.7% | $72,985+70.3% |
| Participation rate | 84.6% | 71.5%+13.1pp | 79.0%+5.6pp | 69.5%+15.1pp |
| Annual return | 23.12% | 32.20%-9.1pp | 26.14%-3.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,263 | $3,346-32.4% | $4,574-50.5% | $2,440-7.3% |
| Participant deferral / active EE | $11,330 | $4,791+136.5% | $6,021+88.2% | $3,607+214.1% |
| Admin fee / account holder | $32 | $6,487-99.5% | $9,395-99.7% | $5,124-99.4% |