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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,266 |
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 | $96,716 | $119,446-19.0% | $150,045-35.5% | $85,563+13.0% |
| Participation rate | 79.2% | 75.4%+3.7pp | 82.3%-3.2pp | 66.0%+13.2pp |
| Annual return | 19.87% | 23.72%-3.8pp | 62.55%-42.7pp | 31.51%-11.6pp |
| Employer contribution / active EE | $3,363 | $4,078-17.5% | $4,693-28.3% | $2,654+26.7% |
| Participant deferral / active EE | $10,607 | $7,985+32.8% | $7,997+32.6% | $4,375+142.4% |
| Admin fee / account holder | $39 | $548-92.8% | $13,435-99.7% | $834-95.3% |