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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,605 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,937 | $84,936-58.9% | $111,297-68.6% | $79,386-56.0% |
| Participation rate | 92.1% | 75.9%+16.3pp | 77.3%+14.8pp | 70.7%+21.4pp |
| Annual return | 12.42% | 17.45%-5.0pp | 54.65%-42.2pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,608 | $1,979-18.8% | $2,731-41.1% | $2,427-33.8% |
| Participant deferral / active EE | $2,440 | $3,888-37.2% | $4,487-45.6% | $4,046-39.7% |
| Admin fee / account holder | $156 | $537-70.9% | $7,964-98.0% | $626-75.1% |