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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,846 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $78,450 |
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 | $58,344 | $78,781-25.9% | $100,516-42.0% | $73,409-20.5% |
| Participation rate | 88.1% | 80.0%+8.1pp | 79.4%+8.7pp | 72.2%+15.9pp |
| Annual return | 30.09% | 31.69%-1.6pp | 30.89%-0.8pp | 59.29%-29.2pp |
| Employer contribution / active EE | $2,146 | $2,420-11.3% | $3,418-37.2% | $2,234-3.9% |
| Participant deferral / active EE | $6,735 | $6,537+3.0% | $6,270+7.4% | $3,805+77.0% |
| Admin fee / account holder | $189 | $145+29.8% | $8,081-97.7% | $158+19.5% |