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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,024 |
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 | $58,536 | $64,909-9.8% | $82,313-28.9% | $62,292-6.0% |
| Participation rate | 86.1% | 74.9%+11.2pp | 76.9%+9.2pp | 69.5%+16.5pp |
| Annual return | 16.69% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,974 | $1,676+17.8% | $2,428-18.7% | $2,042-3.3% |
| Participant deferral / active EE | $3,093 | $3,103-0.3% | $3,706-16.5% | $3,169-2.4% |
| Admin fee / account holder | $154 | $440-64.9% | $5,608-97.2% | $479-67.8% |