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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,410 |
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 | $49,704 | $88,083-43.6% | $164,813-69.8% | $74,495-33.3% |
| Participation rate | 97.6% | 73.0%+24.6pp | 78.6%+19.0pp | 67.2%+30.4pp |
| Annual return | 14.49% | 17.26%-2.8pp | 69.93%-55.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,278 | $2,593+26.4% | $4,341-24.5% | $2,623+25.0% |
| Participant deferral / active EE | $6,106 | $4,498+35.7% | $6,031+1.2% | $4,346+40.5% |
| Admin fee / account holder | $150 | $2,234-93.3% | $12,690-98.8% | $1,942-92.3% |