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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,622 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,791 | $48,261+9.4% | $68,793-23.3% | $55,725-5.3% |
| Participation rate | 99.5% | 71.0%+28.5pp | 72.2%+27.3pp | 70.9%+28.7pp |
| Annual return | -6.59% | -2.61%-4.0pp | -4.63%-2.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $3,329 | $1,742+91.1% | $2,625+26.8% | $2,078+60.2% |
| Participant deferral / active EE | $6,777 | $2,712+149.9% | $3,311+104.7% | $3,356+102.0% |
| Admin fee / account holder | $10 | $126-92.2% | $5,131-99.8% | $115-91.4% |