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 6-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 | $35,534 |
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 | $84,882 | $62,928+34.9% | $172,739-50.9% | $67,579+25.6% |
| Participation rate | 82.5% | 64.5%+18.0pp | 82.6%-0.2pp | 71.3%+11.2pp |
| Annual return | 0.00% | 30.36%-30.4pp | 802.84%-802.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $7,885 | $1,636+381.9% | $5,143+53.3% | $2,148+267.1% |
| Participant deferral / active EE | $2,991 | $2,145+39.5% | $5,198-42.5% | $3,539-15.5% |
| Admin fee / account holder | $72 | $167-56.7% | $13,954-99.5% | $142-49.2% |