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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,072 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,379 | $88,042+41.3% | $138,135-10.0% | $79,858+55.8% |
| Participation rate | 83.8% | 71.4%+12.4pp | 78.7%+5.1pp | 69.6%+14.2pp |
| Annual return | 10.13% | 20.58%-10.5pp | 20.51%-10.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,358 | $3,103-24.0% | $5,587-57.8% | $2,471-4.6% |
| Participant deferral / active EE | $13,236 | $4,704+181.4% | $6,431+105.8% | $3,740+253.9% |
| Admin fee / account holder | $9 | $7,791-99.9% | $11,856-99.9% | $5,306-99.8% |