See peer percentile detail. $4.99 for your first month.
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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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,184 |
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 | $41,579 | $44,425-6.4% | $67,834-38.7% | $55,167-24.6% |
| Participation rate | 82.9% | 59.7%+23.2pp | 68.8%+14.1pp | 69.0%+13.9pp |
| Annual return | 9.48% | 17.80%-8.3pp | 138.47%-129.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,681 | $1,351+24.4% | $2,403-30.0% | $1,963-14.3% |
| Participant deferral / active EE | $2,629 | $2,166+21.4% | $3,160-16.8% | $3,054-13.9% |
| Admin fee / account holder | $31 | $530-94.1% | $4,622-99.3% | $504-93.8% |