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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,244 |
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 | $41,818 | $65,223-35.9% | $80,019-47.7% | $55,725-25.0% |
| Participation rate | 84.7% | 80.6%+4.2pp | 75.8%+8.9pp | 70.9%+13.9pp |
| Annual return | -3.11% | 7.59%-10.7pp | 11.22%-14.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,805 | $2,544-29.0% | $2,468-26.9% | $2,078-13.1% |
| Participant deferral / active EE | $3,038 | $3,881-21.7% | $3,686-17.6% | $3,356-9.5% |
| Admin fee / account holder | $27 | $114-75.9% | $6,521-99.6% | $115-76.2% |