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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,667 |
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 | $66,815 | $61,272+9.0% | $149,673-55.4% | $71,457-6.5% |
| Participation rate | 74.6% | 62.5%+12.1pp | 78.8%-4.2pp | 67.9%+6.7pp |
| Annual return | 16.28% | 35.85%-19.6pp | 134.42%-118.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,243 | $2,378-5.7% | $4,818-53.5% | $2,588-13.3% |
| Participant deferral / active EE | $3,554 | $2,917+21.8% | $5,680-37.4% | $4,289-17.1% |
| Admin fee / account holder | $173 | $1,261-86.3% | $13,210-98.7% | $1,587-89.1% |