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 | $45,496 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,006 |
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 | $59,418 | $49,915+19.0% | $154,803-61.6% | $74,304-20.0% |
| Participation rate | 87.7% | 54.0%+33.7pp | 78.1%+9.6pp | 60.3%+27.3pp |
| Annual return | 14.87% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,381 | $1,611+47.8% | $4,305-44.7% | $2,241+6.2% |
| Participant deferral / active EE | $3,677 | $2,255+63.1% | $5,540-33.6% | $3,767-2.4% |
| Admin fee / account holder | $208 | $2,189-90.5% | $14,329-98.5% | $2,969-93.0% |