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 9-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 | $3,346 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,230 | $103,949-87.3% | $69,182-80.9% | $273,961-95.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 53.15% | 35.28%+17.9pp | -21.93%+75.1pp | 41.45%+11.7pp |
| Employer contribution / active EE | $420 | $1,783-76.4% | $1,206-65.2% | $4,869-91.4% |
| Participant deferral / active EE | $2,823 | $2,716+3.9% | $1,897+48.8% | $5,287-46.6% |
| Admin fee / account holder | $145 | $3,671-96.0% | $2,697-94.6% | $10,132-98.6% |