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 3-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 | $7,331 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,650 | $82,202-43.3% | $125,339-62.8% | $64,808-28.0% |
| Participation rate | 90.8% | 77.9%+13.0pp | 82.4%+8.5pp | 71.5%+19.4pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $3,753 | $3,615+3.8% | $4,814-22.0% | $2,506+49.8% |
| Participant deferral / active EE | $6,157 | $7,175-14.2% | $7,446-17.3% | $4,310+42.8% |
| Admin fee / account holder | $25 | $163-84.8% | $10,010-99.8% | $188-86.8% |