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 | $98,533 |
Service code 49 · EIN 52-2114207 | Other Services | $10,504 |
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 | $56,930 | $88,122-35.4% | $141,162-59.7% | $67,579-15.8% |
| Participation rate | 80.4% | 76.5%+4.0pp | 82.5%-2.0pp | 71.3%+9.1pp |
| Annual return | 25.37% | 75.40%-50.0pp | 71.39%-46.0pp | 378.56%-353.2pp |
| Employer contribution / active EE | $2,630 | $3,224-18.4% | $4,735-44.5% | $2,148+22.5% |
| Participant deferral / active EE | $5,010 | $5,958-15.9% | $6,709-25.3% | $3,539+41.5% |
| Admin fee / account holder | $251 | $131+92.0% | $10,261-97.6% | $142+76.7% |