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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,000 |
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 | $46,595 | $69,305-32.8% | $82,313-43.4% | $69,631-33.1% |
| Participation rate | 74.8% | 80.3%-5.5pp | 76.9%-2.1pp | 70.7%+4.1pp |
| Annual return | 15.91% | 21.47%-5.6pp | 25.88%-10.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,377 | $1,887-27.0% | $2,428-43.3% | $2,032-32.2% |
| Participant deferral / active EE | $2,188 | $3,568-38.7% | $3,706-41.0% | $3,224-32.1% |
| Admin fee / account holder | $21 | $97-78.0% | $5,608-99.6% | $110-80.7% |