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 | $175,141 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $135,770 |
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 | $58,947 | $56,503+4.3% | $70,092-15.9% | $64,808-9.0% |
| Participation rate | 97.6% | 70.5%+27.1pp | 70.5%+27.1pp | 71.5%+26.1pp |
| Annual return | -10.96% | -13.44%+2.5pp | 190.73%-201.7pp | 32.82%-43.8pp |
| Employer contribution / active EE | $4,361 | $2,046+113.1% | $2,559+70.4% | $2,506+74.0% |
| Participant deferral / active EE | $6,221 | $3,389+83.6% | $3,849+61.6% | $4,310+44.3% |
| Admin fee / account holder | $266 | $160+65.6% | $6,267-95.8% | $188+41.4% |