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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,176 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,330 |
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 | $34,011 | $54,193-37.2% | $93,654-63.7% | $77,671-56.2% |
| Participation rate | 96.8% | 63.9%+32.9pp | 68.7%+28.1pp | 70.6%+26.2pp |
| Annual return | 12.78% | 30.54%-17.8pp | 133.34%-120.6pp | 31.21%-18.4pp |
| Employer contribution / active EE | $2,050 | $1,168+75.5% | $2,421-15.3% | $2,726-24.8% |
| Participant deferral / active EE | $4,094 | $3,144+30.2% | $4,413-7.2% | $4,648-11.9% |
| Admin fee / account holder | $178 | $576-69.0% | $8,282-97.8% | $430-58.5% |