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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,867 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,953 | $41,647-64.1% | $96,139-84.4% | $86,799-82.8% |
| Participation rate | 89.9% | 50.2%+39.7pp | 68.4%+21.5pp | 72.3%+17.7pp |
| Annual return | 10.96% | 27.24%-16.3pp | 191.94%-181.0pp | 97.91%-86.9pp |
| Employer contribution / active EE | $3,451 | $1,318+161.9% | $2,797+23.4% | $2,405+43.5% |
| Participant deferral / active EE | $203 | $2,412-91.6% | $4,349-95.3% | $4,131-95.1% |
| Admin fee / account holder | $180 | $169+6.3% | $5,537-96.7% | $170+6.2% |