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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,931 |
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 | $51,197 | $82,978-38.3% | $129,995-60.6% | $71,457-28.4% |
| Participation rate | 98.9% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.0pp |
| Annual return | 19.56% | 20.60%-1.0pp | -137.18%+156.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $3,128 | $2,622+19.3% | $4,320-27.6% | $2,588+20.9% |
| Participant deferral / active EE | $6,011 | $4,432+35.6% | $5,820+3.3% | $4,289+40.2% |
| Admin fee / account holder | $146 | $1,729-91.6% | $10,614-98.6% | $1,587-90.8% |