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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,983 |
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 | $69,611 | $99,078-29.7% | $96,544-27.9% | $74,419-6.5% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.0%+11.0pp | 70.7%+16.3pp |
| Annual return | 243.11% | 22.48%+220.6pp | 25.84%+217.3pp | 34.38%+208.7pp |
| Employer contribution / active EE | $2,434 | $2,570-5.3% | $2,965-17.9% | $2,637-7.7% |
| Participant deferral / active EE | $4,770 | $4,933-3.3% | $4,851-1.7% | $4,528+5.3% |
| Admin fee / account holder | $102 | $225-54.4% | $8,252-98.8% | $348-70.6% |