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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,948 |
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 | $30,098 | $65,435-54.0% | $86,677-65.3% | $66,914-55.0% |
| Participation rate | 81.6% | 75.5%+6.1pp | 76.6%+5.0pp | 69.8%+11.8pp |
| Annual return | -17.33% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,454 | $2,153-32.5% | $2,836-48.7% | $2,544-42.9% |
| Participant deferral / active EE | $2,278 | $4,100-44.4% | $4,656-51.1% | $4,237-46.2% |
| Admin fee / account holder | $47 | $642-92.6% | $7,493-99.4% | $593-92.0% |