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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,844 |
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 | $58,504 | $55,790+4.9% | $76,817-23.8% | $67,579-13.4% |
| Participation rate | 98.7% | 71.1%+27.6pp | 72.1%+26.6pp | 71.3%+27.4pp |
| Annual return | 25.82% | 64.45%-38.6pp | 1166.11%-1140.3pp | 378.56%-352.7pp |
| Employer contribution / active EE | $3,481 | $1,810+92.3% | $2,302+51.2% | $2,148+62.1% |
| Participant deferral / active EE | $7,030 | $2,875+144.5% | $3,336+110.8% | $3,539+98.6% |
| Admin fee / account holder | $31 | $159-80.5% | $6,420-99.5% | $142-78.1% |