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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,320 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,978 |
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 | $66,870 | $50,815+31.6% | $155,509-57.0% | $77,643-13.9% |
| Participation rate | 98.3% | 63.1%+35.2pp | 78.2%+20.1pp | 70.6%+27.7pp |
| Annual return | 13.67% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,714 | $1,993+36.2% | $4,672-41.9% | $2,726-0.4% |
| Participant deferral / active EE | $4,366 | $2,822+54.7% | $5,626-22.4% | $4,647-6.1% |
| Admin fee / account holder | $163 | $437-62.6% | $15,912-99.0% | $430-62.1% |