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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,255 |
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 | $41,085 | $75,284-45.4% | $91,001-54.9% | $69,631-41.0% |
| Participation rate | 83.0% | 80.4%+2.6pp | 75.6%+7.4pp | 70.7%+12.3pp |
| Annual return | 15.52% | 48.40%-32.9pp | 4.60%+10.9pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,511 | $2,473-38.9% | $2,456-38.5% | $2,032-25.6% |
| Participant deferral / active EE | $2,514 | $3,700-32.1% | $3,547-29.1% | $3,224-22.0% |
| Admin fee / account holder | $27 | $111-75.5% | $5,417-99.5% | $110-75.5% |