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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,625 |
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 | $28,881 | $65,376-55.8% | $87,100-66.8% | $65,185-55.7% |
| Participation rate | 99.1% | 75.3%+23.7pp | 76.9%+22.2pp | 70.2%+28.9pp |
| Annual return | 22.44% | 31.27%-8.8pp | 28.19%-5.8pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,298 | $1,822-28.8% | $2,521-48.5% | $2,177-40.4% |
| Participant deferral / active EE | $3,230 | $3,388-4.7% | $4,049-20.2% | $3,514-8.1% |
| Admin fee / account holder | $172 | $520-67.0% | $7,497-97.7% | $847-79.7% |