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 COMPANY7+ years Service code 13 · EIN 42-1027290 | Contract Administrator | $82,025 |
Service code 27 · EIN 20-4554635 | Advisory (Plan) | $50,000 |
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 | $50,546 | $111,491-54.7% | $189,513-73.3% | $86,799-41.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 21.79% | 83.50%-61.7pp | 555.15%-533.4pp | 97.91%-76.1pp |
| Employer contribution / active EE | $3,552 | $3,951-10.1% | $6,162-42.4% | $2,405+47.7% |
| Participant deferral / active EE | $4,537 | $6,437-29.5% | $8,221-44.8% | $4,131+9.8% |
| Admin fee / account holder | $120 | $189-36.2% | $12,045-99.0% | $170-29.0% |