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 | $4,862 |
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 | $118,198 | $46,297+155.3% | $71,671+64.9% | $62,292+89.7% |
| Participation rate | 98.9% | 60.6%+38.3pp | 68.7%+30.2pp | 69.5%+29.4pp |
| Annual return | 16.89% | 22.32%-5.4pp | 20.65%-3.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $3,616 | $1,412+156.1% | $2,460+47.0% | $2,042+77.0% |
| Participant deferral / active EE | $6,254 | $2,235+179.8% | $3,438+81.9% | $3,169+97.3% |
| Admin fee / account holder | $22 | $461-95.1% | $5,558-99.6% | $479-95.3% |