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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,480 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,907 | $62,267+1.0% | $110,238-42.9% | $55,725+12.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 79.8%+5.9pp | 70.9%+14.8pp |
| Annual return | -6.29% | -1.07%-5.2pp | 314.74%-321.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,913 | $1,941-1.5% | $3,826-50.0% | $2,078-8.0% |
| Participant deferral / active EE | $4,470 | $3,516+27.1% | $4,672-4.3% | $3,356+33.2% |
| Admin fee / account holder | $15 | $121-87.9% | $8,547-99.8% | $115-87.3% |