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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,334 |
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 | $71,327 | $65,223+9.4% | $80,019-10.9% | $55,725+28.0% |
| Participation rate | 99.0% | 80.6%+18.5pp | 75.8%+23.2pp | 70.9%+28.2pp |
| Annual return | -4.80% | 7.59%-12.4pp | 11.22%-16.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $3,266 | $2,544+28.4% | $2,468+32.4% | $2,078+57.2% |
| Participant deferral / active EE | $3,902 | $3,881+0.5% | $3,686+5.9% | $3,356+16.3% |
| Admin fee / account holder | $87 | $114-24.2% | $6,521-98.7% | $115-24.9% |