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 | $17,591 |
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 | $88,997 | $43,550+104.4% | $63,517+40.1% | $52,331+70.1% |
| Participation rate | 85.4% | 65.7%+19.7pp | 71.0%+14.4pp | 68.1%+17.3pp |
| Annual return | -0.83% | 2.03%-2.9pp | -70.30%+69.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $340 | $1,351-74.8% | $2,322-85.4% | $1,882-81.9% |
| Participant deferral / active EE | $1,778 | $2,254-21.1% | $2,953-39.8% | $3,022-41.2% |
| Admin fee / account holder | $181 | $387-53.1% | $5,892-96.9% | $592-69.3% |