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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,213 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,610 | $71,142+14.7% | $119,609-31.8% | $64,808+25.9% |
| Participation rate | 82.7% | 78.6%+4.1pp | 79.3%+3.5pp | 71.5%+11.3pp |
| Annual return | -18.05% | -10.01%-8.0pp | -14.97%-3.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,393 | $2,497-4.2% | $4,232-43.5% | $2,506-4.5% |
| Participant deferral / active EE | $6,085 | $4,490+35.5% | $5,602+8.6% | $4,310+41.2% |
| Admin fee / account holder | $288 | $162+77.8% | $10,323-97.2% | $188+53.5% |