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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,632 |
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 | $38,501 | $31,388+22.7% | $73,545-47.6% | $62,292-38.2% |
| Participation rate | 73.6% | 39.9%+33.8pp | 54.9%+18.7pp | 69.5%+4.1pp |
| Annual return | 20.80% | 25.34%-4.5pp | -15.16%+36.0pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,370 | $498+175.1% | $1,219+12.4% | $2,042-32.9% |
| Participant deferral / active EE | $2,889 | $1,028+180.9% | $1,806+59.9% | $3,169-8.9% |
| Admin fee / account holder | $27 | $299-91.1% | $2,320-98.9% | $479-94.5% |