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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,087 | $125,758+1.1% | $169,993-25.2% | $75,163+69.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.80% | 27.20%-8.4pp | 53.37%-34.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $5,445 | $4,615+18.0% | $6,785-19.8% | $2,670+103.9% |
| Participant deferral / active EE | $8,344 | $6,837+22.0% | $10,408-19.8% | $4,125+102.3% |
| Admin fee / account holder | $282 | $8,173-96.5% | $12,815-97.8% | $5,651-95.0% |