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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,882 |
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 | $163,548 | $63,905+155.9% | $74,183+120.5% | $57,658+183.6% |
| Participation rate | 98.8% | 79.8%+19.0pp | 76.6%+22.2pp | 70.2%+28.6pp |
| Annual return | 8.96% | 60.60%-51.6pp | 17.74%-8.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $4,793 | $1,840+160.4% | $2,370+102.2% | $1,974+142.8% |
| Participant deferral / active EE | $7,233 | $3,448+109.8% | $3,550+103.8% | $3,061+136.3% |
| Admin fee / account holder | $26 | $91-71.3% | $5,586-99.5% | $95-72.3% |