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 4-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 | $42,054 |
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 | $41,880 | $86,655-51.7% | $119,609-65.0% | $66,914-37.4% |
| Participation rate | 99.5% | 75.6%+23.9pp | 79.3%+20.2pp | 69.8%+29.7pp |
| Annual return | -15.55% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,209 | $2,536+26.5% | $4,232-24.2% | $2,544+26.1% |
| Participant deferral / active EE | $5,676 | $4,358+30.3% | $5,602+1.3% | $4,237+34.0% |
| Admin fee / account holder | $153 | $755-79.7% | $10,323-98.5% | $593-74.2% |