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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,932 |
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 | $34,915 | $65,435-46.6% | $86,677-59.7% | $66,914-47.8% |
| Participation rate | 95.3% | 75.5%+19.9pp | 76.6%+18.8pp | 69.8%+25.5pp |
| Annual return | -17.32% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,346 | $2,153-37.5% | $2,836-52.5% | $2,544-47.1% |
| Participant deferral / active EE | $3,511 | $4,100-14.4% | $4,656-24.6% | $4,237-17.1% |
| Admin fee / account holder | $122 | $642-81.1% | $7,493-98.4% | $593-79.5% |