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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,590 |
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 | $62,634 | $163,264-61.6% | $155,509-59.7% | - |
| Participation rate | 79.5% | 62.7%+16.8pp | 78.2%+1.3pp | - |
| Annual return | 11.23% | 19.38%-8.1pp | 64.67%-53.4pp | - |
| Employer contribution / active EE | $1,937 | $2,490-22.2% | $4,672-58.5% | - |
| Participant deferral / active EE | $3,353 | $2,914+15.0% | $5,626-40.4% | - |
| Admin fee / account holder | $152 | $96,217-99.8% | $15,912-99.0% | - |