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 | $12,941 |
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 | $88,110 | $73,404+20.0% | $87,100+1.2% | $67,579+30.4% |
| Participation rate | 81.8% | 80.9%+0.9pp | 76.9%+4.9pp | 71.3%+10.5pp |
| Annual return | 23.17% | 48.29%-25.1pp | 28.19%-5.0pp | 378.56%-355.4pp |
| Employer contribution / active EE | $1,449 | $2,014-28.1% | $2,521-42.5% | $2,148-32.5% |
| Participant deferral / active EE | $3,092 | $3,913-21.0% | $4,049-23.6% | $3,539-12.6% |
| Admin fee / account holder | $30 | $142-78.6% | $7,497-99.6% | $142-78.8% |