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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,766 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,206 | $53,901+54.4% | $134,143-38.0% | $73,488+13.2% |
| Participation rate | 94.8% | 62.8%+32.0pp | 72.2%+22.7pp | 70.7%+24.1pp |
| Annual return | -4.28% | 15.82%-20.1pp | 36.33%-40.6pp | 28.51%-32.8pp |
| Employer contribution / active EE | $2,264 | $1,458+55.3% | $3,704-38.9% | $2,270-0.3% |
| Participant deferral / active EE | $3,531 | $2,739+28.9% | $3,499+0.9% | $3,740-5.6% |
| Admin fee / account holder | $180 | $581-69.0% | $6,684-97.3% | $513-64.9% |