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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,764 |
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 | $102,530 | $79,519+28.9% | $95,952+6.9% | $73,409+39.7% |
| Participation rate | 81.7% | 81.2%+0.6pp | 77.1%+4.7pp | 72.2%+9.6pp |
| Annual return | 14.94% | 19.20%-4.3pp | 91.61%-76.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,814 | $2,048-11.4% | $2,541-28.6% | $2,234-18.8% |
| Participant deferral / active EE | $3,290 | $4,138-20.5% | $4,167-21.0% | $3,805-13.5% |
| Admin fee / account holder | $32 | $184-82.4% | $6,795-99.5% | $158-79.4% |