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 | $52,709 |
Employer 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 | $75,494 | $78,976-4.4% | $100,383-24.8% | $74,546+1.3% |
| Participation rate | 85.7% | 79.5%+6.2pp | 81.5%+4.2pp | 67.2%+18.4pp |
| Annual return | 12.46% | 20.62%-8.2pp | 49.26%-36.8pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $555 | $3,019-81.6% | $3,944-85.9% | $2,624-78.9% |
| Participant deferral / active EE | $5,367 | $7,758-30.8% | $8,086-33.6% | $4,347+23.4% |
| Admin fee / account holder | $181 | $1,330-86.4% | $7,900-97.7% | $1,944-90.7% |