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 8-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,003 |
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 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 | $25,663 | $54,762-53.1% | $90,281-71.6% | $72,985-64.8% |
| Participation rate | 90.2% | 65.1%+25.0pp | 73.3%+16.9pp | 69.5%+20.7pp |
| Annual return | 11.74% | 30.63%-18.9pp | 78.10%-66.4pp | 81.00%-69.3pp |
| Employer contribution / active EE | $1,335 | $2,092-36.2% | $2,854-53.2% | $2,440-45.3% |
| Participant deferral / active EE | $2,524 | $2,887-12.6% | $3,885-35.0% | $3,607-30.0% |
| Admin fee / account holder | $45 | $3,972-98.9% | $5,351-99.2% | $5,124-99.1% |