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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,859 |
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 | $58,381 | $130,194-55.2% | $169,993-65.7% | $71,457-18.3% |
| Participation rate | 94.5% | 86.1%+8.4pp | 87.0%+7.5pp | 67.9%+26.6pp |
| Annual return | 19.22% | 20.37%-1.1pp | 53.37%-34.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,365 | $4,381-46.0% | $6,785-65.1% | $2,588-8.6% |
| Participant deferral / active EE | $6,744 | $6,923-2.6% | $10,408-35.2% | $4,289+57.3% |
| Admin fee / account holder | $102 | $966-89.4% | $12,815-99.2% | $1,587-93.5% |