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 | $47,945 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,984 |
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 | $69,651 | $76,050-8.4% | $96,544-27.9% | $71,457-2.5% |
| Participation rate | 97.8% | 74.4%+23.4pp | 76.0%+21.9pp | 67.9%+29.9pp |
| Annual return | 15.92% | 22.81%-6.9pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,730 | $2,244+21.7% | $2,965-7.9% | $2,588+5.5% |
| Participant deferral / active EE | $4,260 | $4,215+1.1% | $4,851-12.2% | $4,289-0.7% |
| Admin fee / account holder | $159 | $2,707-94.1% | $8,252-98.1% | $1,587-90.0% |