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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,942 |
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 | $36,043 | $61,473-41.4% | $81,930-56.0% | $73,409-50.9% |
| Participation rate | 95.0% | 72.4%+22.6pp | 72.0%+23.0pp | 72.2%+22.8pp |
| Annual return | 15.30% | 28.26%-13.0pp | 29.49%-14.2pp | 59.29%-44.0pp |
| Employer contribution / active EE | $772 | $1,898-59.3% | $4,310-82.1% | $2,234-65.4% |
| Participant deferral / active EE | $2,638 | $3,080-14.3% | $7,107-62.9% | $3,805-30.7% |
| Admin fee / account holder | $30 | $125-75.9% | $5,158-99.4% | $158-80.8% |