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 | $7,040 |
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 | $34,358 | $38,925-11.7% | $73,843-53.5% | $55,191-37.7% |
| Participation rate | 70.1% | 66.0%+4.0pp | 73.4%-3.4pp | 69.2%+0.9pp |
| Annual return | 0.86% | 6.31%-5.5pp | 2267.84%-2267.0pp | 10.78%-9.9pp |
| Employer contribution / active EE | $664 | $1,695-60.8% | $2,787-76.2% | $1,899-65.0% |
| Participant deferral / active EE | $1,757 | $2,351-25.3% | $3,583-51.0% | $3,046-42.3% |
| Admin fee / account holder | $22 | $83-73.6% | $4,880-99.6% | $91-75.9% |