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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,760 |
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 | $10,742 | $22,714-52.7% | $59,496-81.9% | $55,191-80.5% |
| Participation rate | 94.8% | 37.5%+57.3pp | 54.6%+40.2pp | 69.2%+25.6pp |
| Annual return | 7.18% | -44.01%+51.2pp | 182.05%-174.9pp | 10.78%-3.6pp |
| Employer contribution / active EE | $1,060 | $418+153.8% | $1,153-8.0% | $1,899-44.2% |
| Participant deferral / active EE | $4,263 | $843+405.6% | $1,829+133.1% | $3,046+40.0% |
| Admin fee / account holder | $39 | $83-52.8% | $2,232-98.2% | $91-56.7% |