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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,926 |
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 | $40,891 | $74,024-44.8% | $77,999-47.6% | $57,658-29.1% |
| Participation rate | 76.1% | 79.7%-3.7pp | 75.5%+0.5pp | 70.2%+5.8pp |
| Annual return | 8.36% | 12.14%-3.8pp | 425.96%-417.6pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,206 | $2,365-49.0% | $2,470-51.2% | $1,974-38.9% |
| Participant deferral / active EE | $2,069 | $3,533-41.4% | $3,497-40.8% | $3,061-32.4% |
| Admin fee / account holder | $32 | $93-66.0% | $5,480-99.4% | $95-66.5% |