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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,129 | $93,182+16.0% | $146,665-26.3% | $79,386+36.2% |
| Participation rate | 72.7% | 76.4%-3.7pp | 80.1%-7.3pp | 70.7%+2.0pp |
| Annual return | 29.19% | 21.61%+7.6pp | 22.74%+6.4pp | 116.85%-87.7pp |
| Employer contribution / active EE | $4,952 | $2,420+104.7% | $4,136+19.7% | $2,427+104.0% |
| Participant deferral / active EE | $6,951 | $4,169+66.7% | $5,506+26.3% | $4,046+71.8% |
| Admin fee / account holder | $24 | $585-95.9% | $10,280-99.8% | $626-96.2% |