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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,353 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,088 | $84,936-51.6% | $111,297-63.1% | $79,386-48.2% |
| Participation rate | 95.9% | 75.9%+20.0pp | 77.3%+18.5pp | 70.7%+25.1pp |
| Annual return | 19.30% | 17.45%+1.8pp | 54.65%-35.3pp | 116.85%-97.6pp |
| Employer contribution / active EE | $1,165 | $1,979-41.1% | $2,731-57.3% | $2,427-52.0% |
| Participant deferral / active EE | $2,983 | $3,888-23.3% | $4,487-33.5% | $4,046-26.3% |
| Admin fee / account holder | $131 | $537-75.5% | $7,964-98.4% | $626-79.0% |