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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,883 | $61,272+112.0% | $149,673-13.2% | $71,457+81.8% |
| Participation rate | 90.8% | 62.5%+28.3pp | 78.8%+12.0pp | 67.9%+22.9pp |
| Annual return | 15.76% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,896 | $2,378+21.8% | $4,818-39.9% | $2,588+11.9% |
| Participant deferral / active EE | $7,648 | $2,917+162.2% | $5,680+34.7% | $4,289+78.3% |
| Admin fee / account holder | $197 | $1,261-84.4% | $13,210-98.5% | $1,587-87.6% |