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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,544 |
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 | $108,551 | $65,061+66.8% | $143,757-24.5% | $66,914+62.2% |
| Participation rate | 91.9% | 65.2%+26.8pp | 80.3%+11.6pp | 69.8%+22.1pp |
| Annual return | -15.70% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,839 | $2,361+20.3% | $4,951-42.7% | $2,544+11.6% |
| Participant deferral / active EE | $7,683 | $2,919+163.2% | $5,637+36.3% | $4,237+81.3% |
| Admin fee / account holder | $179 | $502-64.3% | $14,673-98.8% | $593-69.8% |