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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,262 |
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 | $47,168 | $74,089-36.3% | $133,980-64.8% | $55,167-14.5% |
| Participation rate | 99.1% | 84.3%+14.8pp | 87.1%+12.0pp | 69.0%+30.1pp |
| Annual return | 14.06% | 12.11%+1.9pp | 29.30%-15.2pp | 169.23%-155.2pp |
| Employer contribution / active EE | $3,648 | $3,064+19.1% | $5,211-30.0% | $1,963+85.9% |
| Participant deferral / active EE | $8,400 | $4,678+79.6% | $6,282+33.7% | $3,054+175.0% |
| Admin fee / account holder | $137 | $458-70.1% | $9,324-98.5% | $504-72.8% |