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 9-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 | $34,088 |
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 | $79,177 | $55,453+42.8% | $170,442-53.5% | $62,292+27.1% |
| Participation rate | 96.2% | 66.4%+29.8pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 17.06% | 21.38%-4.3pp | 205.93%-188.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,889 | $2,164+33.5% | $5,433-46.8% | $2,042+41.5% |
| Participant deferral / active EE | $7,702 | $2,303+234.4% | $4,939+55.9% | $3,169+143.0% |
| Admin fee / account holder | $210 | $455-53.8% | $13,880-98.5% | $479-56.1% |