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 | $3,441 |
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 | $26,149 | $42,546-38.5% | $71,796-63.6% | $55,167-52.6% |
| Participation rate | 86.7% | 59.1%+27.6pp | 69.1%+17.6pp | 69.0%+17.7pp |
| Annual return | 11.95% | 12.36%-0.4pp | 78.04%-66.1pp | 169.23%-157.3pp |
| Employer contribution / active EE | $626 | $803-22.0% | $1,924-67.5% | $1,963-68.1% |
| Participant deferral / active EE | $3,225 | $2,064+56.2% | $2,794+15.4% | $3,054+5.6% |
| Admin fee / account holder | $28 | $650-95.6% | $4,815-99.4% | $504-94.4% |