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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,002 |
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 | $47,600 | $44,059+8.0% | $71,671-33.6% | $69,631-31.6% |
| Participation rate | 84.9% | 60.8%+24.1pp | 68.7%+16.1pp | 70.7%+14.2pp |
| Annual return | 20.29% | 21.97%-1.7pp | 20.65%-0.4pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $1,633 | $1,305+25.2% | $2,460-33.6% | $2,032-19.6% |
| Participant deferral / active EE | $2,631 | $2,370+11.0% | $3,438-23.5% | $3,224-18.4% |
| Admin fee / account holder | $32 | $108-70.4% | $5,558-99.4% | $110-71.1% |