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 | $70,574 |
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 | $77,847 | $100,801-22.8% | $149,696-48.0% | $73,409+6.0% |
| Participation rate | 89.7% | 77.7%+12.0pp | 82.5%+7.2pp | 72.2%+17.5pp |
| Annual return | 18.84% | 265.34%-246.5pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $2,153 | $3,312-35.0% | $4,644-53.7% | $2,234-3.6% |
| Participant deferral / active EE | $7,798 | $6,404+21.8% | $6,842+14.0% | $3,805+104.9% |
| Admin fee / account holder | $160 | $181-11.7% | $9,309-98.3% | $158+1.1% |