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 8-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,287 |
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 | $135,628 | $65,376+107.5% | $87,100+55.7% | $65,185+108.1% |
| Participation rate | 94.4% | 75.3%+19.1pp | 76.9%+17.6pp | 70.2%+24.2pp |
| Annual return | 21.28% | 31.27%-10.0pp | 28.19%-6.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $3,601 | $1,822+97.6% | $2,521+42.8% | $2,177+65.4% |
| Participant deferral / active EE | $3,067 | $3,388-9.5% | $4,049-24.3% | $3,514-12.7% |
| Admin fee / account holder | $150 | $520-71.1% | $7,497-98.0% | $847-82.3% |