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 | $7,020 |
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 | $63,479 | $56,640+12.1% | $80,975-21.6% | $57,658+10.1% |
| Participation rate | 85.1% | 75.9%+9.2pp | 75.8%+9.3pp | 70.2%+14.8pp |
| Annual return | 7.60% | 19.97%-12.4pp | 17.10%-9.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $4,778 | $2,085+129.2% | $3,714+28.6% | $1,974+142.1% |
| Participant deferral / active EE | $6,902 | $4,944+39.6% | $5,696+21.2% | $3,061+125.5% |
| Admin fee / account holder | $17 | $87-80.4% | $5,516-99.7% | $95-82.0% |