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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,321 | $175,600-30.9% | $129,110-6.0% | $134,475-9.8% |
| Participation rate | 70.8% | 81.6%-10.7pp | 77.3%-6.4pp | 81.2%-10.4pp |
| Annual return | -14.27% | -11.39%-2.9pp | -10.94%-3.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,456 | $6,355-61.3% | $5,052-51.4% | $4,740-48.2% |
| Participant deferral / active EE | $16,352 | $7,975+105.0% | $6,542+149.9% | $6,400+155.5% |
| Admin fee / account holder | $8 | $23,567-100.0% | $14,302-99.9% | $11,426-99.9% |