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 | $20,719 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,289 | $65,435+16.6% | $86,677-12.0% | $66,914+14.0% |
| Participation rate | 86.1% | 75.5%+10.6pp | 76.6%+9.5pp | 69.8%+16.3pp |
| Annual return | -18.24% | -10.89%-7.4pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $3,066 | $2,153+42.4% | $2,836+8.1% | $2,544+20.5% |
| Participant deferral / active EE | $6,879 | $4,100+67.8% | $4,656+47.8% | $4,237+62.4% |
| Admin fee / account holder | $140 | $642-78.2% | $7,493-98.1% | $593-76.4% |