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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,629 |
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 | $81,946 | $70,002+17.1% | $115,037-28.8% | $52,331+56.6% |
| Participation rate | 90.6% | 72.1%+18.5pp | 81.4%+9.3pp | 68.1%+22.5pp |
| Annual return | 7.41% | 4.04%+3.4pp | 26.14%-18.7pp | 4.54%+2.9pp |
| Employer contribution / active EE | $3,456 | $2,715+27.3% | $4,608-25.0% | $1,882+83.6% |
| Participant deferral / active EE | $5,731 | $4,920+16.5% | $6,026-4.9% | $3,022+89.6% |
| Admin fee / account holder | $13 | $566-97.7% | $8,175-99.8% | $592-97.8% |