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 | $3,860 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,276 | $59,101+32.4% | $77,163+1.4% | $75,163+4.1% |
| Participation rate | 85.4% | 63.9%+21.6pp | 69.6%+15.8pp | 67.2%+18.2pp |
| Annual return | 15.55% | 26.71%-11.2pp | 37.87%-22.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,614 | $1,995+31.0% | $2,535+3.1% | $2,670-2.1% |
| Participant deferral / active EE | $2,300 | $2,999-23.3% | $3,833-40.0% | $4,125-44.3% |
| Admin fee / account holder | $40 | $4,774-99.2% | $5,472-99.3% | $5,651-99.3% |