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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,074 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,378 |
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 | $39,857 | $60,261-33.9% | $81,783-51.3% | $74,546-46.5% |
| Participation rate | 83.2% | 62.9%+20.3pp | 72.4%+10.8pp | 67.2%+16.0pp |
| Annual return | 15.03% | 16.88%-1.9pp | 775.05%-760.0pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $2,408 | $2,622-8.1% | $2,913-17.3% | $2,624-8.2% |
| Participant deferral / active EE | $2,923 | $3,388-13.7% | $4,320-32.3% | $4,347-32.8% |
| Admin fee / account holder | $212 | $1,482-85.7% | $7,380-97.1% | $1,944-89.1% |