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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,730 |
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 | $84,218 | $86,332-2.4% | $125,175-32.7% | $65,185+29.2% |
| Participation rate | 79.0% | 75.3%+3.7pp | 79.8%-0.8pp | 70.2%+8.8pp |
| Annual return | 24.05% | 27.43%-3.4pp | 43.79%-19.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,049 | $2,040-48.6% | $3,865-72.9% | $2,177-51.8% |
| Participant deferral / active EE | $4,553 | $3,537+28.7% | $4,937-7.8% | $3,514+29.6% |
| Admin fee / account holder | $143 | $609-76.5% | $9,702-98.5% | $847-83.1% |