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 | $11,808 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,115 | $54,320+128.5% | $67,652+83.5% | $52,331+137.2% |
| Participation rate | 93.0% | 73.6%+19.4pp | 75.7%+17.3pp | 68.1%+24.9pp |
| Annual return | -0.12% | 6.81%-6.9pp | 6625.04%-6625.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,503 | $1,544+62.1% | $2,266+10.5% | $1,882+33.0% |
| Participant deferral / active EE | $7,600 | $2,950+157.6% | $3,560+113.5% | $3,022+151.5% |
| Admin fee / account holder | $89 | $527-83.0% | $4,821-98.1% | $592-84.9% |