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 | $6,090 |
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 | $20,726 | $43,423-52.3% | $78,689-73.7% | $55,167-62.4% |
| Participation rate | 82.3% | 68.0%+14.2pp | 73.6%+8.7pp | 69.0%+13.3pp |
| Annual return | -2.00% | 11.53%-13.5pp | 62.18%-64.2pp | 169.23%-171.2pp |
| Employer contribution / active EE | $589 | $1,997-70.5% | $2,851-79.3% | $1,963-70.0% |
| Participant deferral / active EE | $817 | $2,509-67.4% | $3,517-76.8% | $3,054-73.2% |
| Admin fee / account holder | $56 | $416-86.5% | $4,510-98.7% | $504-88.8% |