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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,580 |
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 | $39,757 | $62,324-36.2% | $68,509-42.0% | $55,191-28.0% |
| Participation rate | 76.6% | 78.9%-2.2pp | 74.7%+1.9pp | 69.2%+7.5pp |
| Annual return | 1.56% | 4.26%-2.7pp | 8.27%-6.7pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,345 | $2,223-39.5% | $2,278-40.9% | $1,899-29.2% |
| Participant deferral / active EE | $2,293 | $3,425-33.1% | $3,382-32.2% | $3,046-24.7% |
| Admin fee / account holder | $31 | $91-66.3% | $5,275-99.4% | $91-66.0% |