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 4-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,218 |
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 | $13,841 | $37,393-63.0% | $77,024-82.0% | $66,914-79.3% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -13.98% | -3.29%-10.7pp | 42.32%-56.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $556 | $1,531-63.7% | $2,812-80.2% | $2,544-78.1% |
| Participant deferral / active EE | $2,976 | $2,617+13.7% | $4,426-32.8% | $4,237-29.8% |
| Admin fee / account holder | $181 | $567-68.0% | $5,425-96.7% | $593-69.5% |