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 | $6,946 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,530 | $79,523-44.0% | $140,016-68.2% | $56,287-20.9% |
| Participation rate | 91.4% | 85.7%+5.7pp | 87.5%+3.9pp | 69.9%+21.6pp |
| Annual return | 10.00% | 2.39%+7.6pp | 651.12%-641.1pp | -9.96%+20.0pp |
| Employer contribution / active EE | $604 | $3,350-82.0% | $5,606-89.2% | $2,111-71.4% |
| Participant deferral / active EE | $3,936 | $5,129-23.3% | $6,927-43.2% | $3,350+17.5% |
| Admin fee / account holder | $37 | $614-94.0% | $10,705-99.7% | $521-92.9% |