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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,061 | $86,891+43.9% | $142,449-12.2% | $75,163+66.4% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.8%-5.4pp | 67.2%+4.2pp |
| Annual return | 16.06% | 23.31%-7.3pp | 19.99%-3.9pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,407 | $3,355-28.3% | $4,847-50.3% | $2,670-9.9% |
| Participant deferral / active EE | $11,569 | $4,938+134.3% | $6,283+84.1% | $4,125+180.4% |
| Admin fee / account holder | $13 | $7,299-99.8% | $10,011-99.9% | $5,651-99.8% |