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 | $19,280 |
Employer contribution per participant 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 | $47,220 | $60,165-21.5% | $74,183-36.3% | $55,167-14.4% |
| Participation rate | 89.2% | 74.2%+15.0pp | 76.6%+12.6pp | 69.0%+20.2pp |
| Annual return | 16.65% | 10.00%+6.7pp | 17.74%-1.1pp | 169.23%-152.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,718 | $2,973-8.6% | $3,550-23.4% | $3,054-11.0% |
| Admin fee / account holder | $105 | $419-75.0% | $5,586-98.1% | $504-79.2% |