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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,730 |
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 | $138,096 | $78,485+76.0% | $106,213+30.0% | $74,495+85.4% |
| Participation rate | 91.0% | 72.8%+18.2pp | 75.3%+15.8pp | 67.2%+23.8pp |
| Annual return | 11.30% | 15.95%-4.7pp | 116.14%-104.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $5,357 | $2,523+112.3% | $3,171+68.9% | $2,623+104.2% |
| Participant deferral / active EE | $3,673 | $4,322-15.0% | $5,016-26.8% | $4,346-15.5% |
| Admin fee / account holder | $207 | $2,232-90.7% | $11,033-98.1% | $1,942-89.4% |