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 | $6,140 |
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 | $67,678 | $71,666-5.6% | $117,854-42.6% | $69,631-2.8% |
| Participation rate | 91.1% | 77.5%+13.6pp | 79.7%+11.5pp | 70.7%+20.5pp |
| Annual return | 20.02% | 18.86%+1.2pp | 335.08%-315.1pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,878 | $1,889-0.6% | $3,786-50.4% | $2,032-7.6% |
| Participant deferral / active EE | $4,585 | $3,340+37.3% | $4,482+2.3% | $3,224+42.2% |
| Admin fee / account holder | $18 | $120-85.4% | $8,020-99.8% | $110-84.1% |