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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,785 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,318 |
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 | $75,838 | $65,435+15.9% | $86,677-12.5% | $66,914+13.3% |
| Participation rate | 92.1% | 75.5%+16.6pp | 76.6%+15.5pp | 69.8%+22.3pp |
| Annual return | -13.67% | -10.89%-2.8pp | 35.91%-49.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,373 | $2,153+10.2% | $2,836-16.3% | $2,544-6.7% |
| Participant deferral / active EE | $4,915 | $4,100+19.9% | $4,656+5.6% | $4,237+16.0% |
| Admin fee / account holder | $231 | $642-64.1% | $7,493-96.9% | $593-61.1% |