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 | $89,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,027 | $56,503-0.8% | $70,092-20.1% | $64,808-13.5% |
| Participation rate | 96.5% | 70.5%+26.0pp | 70.5%+26.0pp | 71.5%+25.1pp |
| Annual return | -13.84% | -13.44%-0.4pp | 190.73%-204.6pp | 32.82%-46.7pp |
| Employer contribution / active EE | $3,553 | $2,046+73.6% | $2,559+38.9% | $2,506+41.8% |
| Participant deferral / active EE | $7,808 | $3,389+130.4% | $3,849+102.9% | $4,310+81.2% |
| Admin fee / account holder | $83 | $160-47.9% | $6,267-98.7% | $188-55.6% |