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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,740 |
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 | $64,794 | $61,473+5.4% | $81,930-20.9% | $73,409-11.7% |
| Participation rate | 99.0% | 72.4%+26.6pp | 72.0%+27.0pp | 72.2%+26.8pp |
| Annual return | 23.68% | 28.26%-4.6pp | 29.49%-5.8pp | 59.29%-35.6pp |
| Employer contribution / active EE | $3,137 | $1,898+65.3% | $4,310-27.2% | $2,234+40.4% |
| Participant deferral / active EE | $6,438 | $3,080+109.0% | $7,107-9.4% | $3,805+69.2% |
| Admin fee / account holder | $66 | $125-47.5% | $5,158-98.7% | $158-58.3% |