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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,402 |
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 | $37,375 | $39,458-5.3% | $60,547-38.3% | $55,191-32.3% |
| Participation rate | 81.2% | 59.6%+21.6pp | 68.0%+13.2pp | 69.2%+12.0pp |
| Annual return | 0.12% | 3.35%-3.2pp | 335.64%-335.5pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,523 | $1,210+25.9% | $2,419-37.1% | $1,899-19.8% |
| Participant deferral / active EE | $2,353 | $2,140+9.9% | $3,328-29.3% | $3,046-22.8% |
| Admin fee / account holder | $36 | $95-62.1% | $4,536-99.2% | $91-60.3% |