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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,340 |
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 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 | $14,044 | $39,859-64.8% | $78,689-82.2% | $57,658-75.6% |
| Participation rate | 88.8% | 66.1%+22.8pp | 73.6%+15.3pp | 70.2%+18.6pp |
| Annual return | 1.53% | 18.96%-17.4pp | 62.18%-60.6pp | 5.13%-3.6pp |
| Employer contribution / active EE | $1,590 | $1,786-11.0% | $2,851-44.2% | $1,974-19.5% |
| Participant deferral / active EE | $759 | $2,248-66.2% | $3,517-78.4% | $3,061-75.2% |
| Admin fee / account holder | $151 | $76+98.6% | $4,510-96.6% | $95+60.1% |