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 | $45,272 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $15,641 | $46,100-66.1% | $86,590-81.9% | $69,631-77.5% |
| Participation rate | 77.4% | 67.2%+10.2pp | 73.5%+3.8pp | 70.7%+6.7pp |
| Annual return | 4.02% | 21.02%-17.0pp | 964.84%-960.8pp | 27571.02%-27567.0pp |
| Employer contribution / active EE | $1,332 | $1,850-28.0% | $2,839-53.1% | $2,032-34.5% |
| Participant deferral / active EE | $667 | $2,432-72.6% | $3,609-81.5% | $3,224-79.3% |
| Admin fee / account holder | $178 | $94+89.2% | $4,906-96.4% | $110+60.8% |