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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,576 |
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 | $60,592 | $107,378-43.6% | $108,579-44.2% | $57,658+5.1% |
| Participation rate | 87.1% | 77.1%+10.0pp | 79.6%+7.5pp | 70.2%+16.9pp |
| Annual return | 8.93% | 12.80%-3.9pp | -51.70%+60.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,810 | $1,782+1.6% | $3,758-51.8% | $1,974-8.3% |
| Participant deferral / active EE | $4,378 | $3,221+35.9% | $4,311+1.6% | $3,061+43.0% |
| Admin fee / account holder | $84 | $108-22.2% | $7,645-98.9% | $95-10.7% |