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 | $3,411 |
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 | $13,173 | $46,360-71.6% | $147,614-91.1% | $52,331-74.8% |
| Participation rate | 80.8% | 64.9%+15.8pp | 84.6%-3.9pp | 68.1%+12.7pp |
| Annual return | 0.87% | 1.62%-0.8pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $316 | $2,126-85.2% | $5,564-94.3% | $1,882-83.2% |
| Participant deferral / active EE | $865 | $2,258-61.7% | $4,895-82.3% | $3,022-71.4% |
| Admin fee / account holder | $24 | $766-96.9% | $11,611-99.8% | $592-95.9% |