See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,823 | $65,862-85.1% | $124,672-92.1% | $79,386-87.6% |
| Participation rate | 46.5% | 62.2%-15.7pp | 74.6%-28.1pp | 70.7%-24.2pp |
| Annual return | 38.86% | 19.02%+19.8pp | 5142.93%-5104.1pp | 116.85%-78.0pp |
| Employer contribution / active EE | $1,563 | $1,883-17.0% | $3,324-53.0% | $2,427-35.6% |
| Participant deferral / active EE | $1,963 | $2,772-29.2% | $4,614-57.5% | $4,046-51.5% |
| Admin fee / account holder | $90 | $673-86.7% | $7,493-98.8% | $626-85.7% |