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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,971 |
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 | $23,686 | $48,313-51.0% | $73,307-67.7% | $52,331-54.7% |
| Participation rate | 90.3% | 68.6%+21.8pp | 74.9%+15.4pp | 68.1%+22.2pp |
| Annual return | 1.02% | 3.85%-2.8pp | 5.67%-4.7pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,781 | $1,661+7.2% | $3,237-45.0% | $1,882-5.3% |
| Participant deferral / active EE | $2,791 | $4,189-33.4% | $4,991-44.1% | $3,022-7.6% |
| Admin fee / account holder | $35 | $404-91.4% | $5,637-99.4% | $592-94.1% |