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 | $41,933 |
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 | $89,447 | $78,419+14.1% | $133,956-33.2% | $73,409+21.8% |
| Participation rate | 88.6% | 78.6%+10.0pp | 79.8%+8.7pp | 72.2%+16.4pp |
| Annual return | 14.56% | 33.35%-18.8pp | 45.09%-30.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $2,255 | $2,044+10.4% | $3,919-42.4% | $2,234+1.0% |
| Participant deferral / active EE | $5,528 | $3,925+40.8% | $5,048+9.5% | $3,805+45.3% |
| Admin fee / account holder | $101 | $161-37.2% | $8,927-98.9% | $158-35.8% |