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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,859 |
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 | $38,601 | $80,968-52.3% | $96,544-60.0% | $75,163-48.6% |
| Participation rate | 95.3% | 71.8%+23.5pp | 76.0%+19.3pp | 67.2%+28.1pp |
| Annual return | 15.69% | 27.06%-11.4pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,143 | $2,282-6.1% | $2,965-27.7% | $2,670-19.7% |
| Participant deferral / active EE | $3,237 | $3,928-17.6% | $4,851-33.3% | $4,125-21.5% |
| Admin fee / account holder | $52 | $6,724-99.2% | $8,252-99.4% | $5,651-99.1% |