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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,898 |
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 | $30,125 | $48,261-37.6% | $68,793-56.2% | $55,725-45.9% |
| Participation rate | 80.9% | 71.0%+9.8pp | 72.2%+8.7pp | 70.9%+10.0pp |
| Annual return | -5.55% | -2.61%-2.9pp | -4.63%-0.9pp | 244.93%-250.5pp |
| Employer contribution / active EE | $652 | $1,742-62.6% | $2,625-75.2% | $2,078-68.6% |
| Participant deferral / active EE | $2,281 | $2,712-15.9% | $3,311-31.1% | $3,356-32.0% |
| Admin fee / account holder | $22 | $126-82.5% | $5,131-99.6% | $115-80.8% |