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 | $13,013 |
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 | $83,345 | $85,135-2.1% | $98,907-15.7% | $73,409+13.5% |
| Participation rate | 97.3% | 81.1%+16.2pp | 76.0%+21.3pp | 72.2%+25.1pp |
| Annual return | 13.87% | 19.14%-5.3pp | 196.43%-182.6pp | 59.29%-45.4pp |
| Employer contribution / active EE | $2,864 | $2,721+5.3% | $2,689+6.5% | $2,234+28.2% |
| Participant deferral / active EE | $6,393 | $4,349+47.0% | $4,244+50.6% | $3,805+68.0% |
| Admin fee / account holder | $34 | $139-75.3% | $6,642-99.5% | $158-78.3% |