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 | $21,482 |
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 | $73,586 | $74,347-1.0% | $93,606-21.4% | $67,579+8.9% |
| Participation rate | 99.1% | 80.6%+18.5pp | 75.8%+23.3pp | 71.3%+27.9pp |
| Annual return | 20.02% | 28.07%-8.1pp | 32.76%-12.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,684 | $2,583+3.9% | $2,718-1.2% | $2,148+25.0% |
| Participant deferral / active EE | $5,747 | $4,060+41.6% | $4,069+41.3% | $3,539+62.4% |
| Admin fee / account holder | $56 | $123-54.6% | $7,888-99.3% | $142-60.9% |