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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,630 |
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 | $79,309 | $47,922+65.5% | $75,886+4.5% | $65,185+21.7% |
| Participation rate | 94.9% | 63.0%+31.9pp | 69.3%+25.6pp | 70.2%+24.7pp |
| Annual return | 22.21% | 24.12%-1.9pp | 30.76%-8.5pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,887 | $1,557+85.4% | $2,500+15.5% | $2,177+32.6% |
| Participant deferral / active EE | $6,116 | $2,550+139.8% | $3,603+69.7% | $3,514+74.0% |
| Admin fee / account holder | $219 | $532-58.8% | $5,418-96.0% | $847-74.2% |