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 | $122,234 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $33,858 |
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 | $43,950 | $100,801-56.4% | $149,696-70.6% | $73,409-40.1% |
| Participation rate | 97.8% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | 16.67% | 265.34%-248.7pp | 276.60%-259.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,538 | $3,312-53.6% | $4,644-66.9% | $2,234-31.2% |
| Participant deferral / active EE | $5,343 | $6,404-16.6% | $6,842-21.9% | $3,805+40.4% |
| Admin fee / account holder | $203 | $181+12.4% | $9,309-97.8% | $158+28.7% |