See peer percentile detail. $4.99 for your first month.
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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,566 |
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 | $68,181 | $73,638-7.4% | $95,952-28.9% | $73,488-7.2% |
| Participation rate | 76.7% | 76.2%+0.6pp | 77.1%-0.3pp | 70.7%+6.1pp |
| Annual return | 15.34% | 16.78%-1.4pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,040 | $1,863-44.2% | $2,541-59.1% | $2,270-54.2% |
| Participant deferral / active EE | $3,562 | $3,617-1.5% | $4,167-14.5% | $3,740-4.7% |
| Admin fee / account holder | $157 | $482-67.4% | $6,795-97.7% | $513-69.4% |