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 10-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,237 | $88,890+10.5% | $102,423-4.1% | $77,643+26.5% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 13.36% | 24.98%-11.6pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $3,687 | $2,698+36.7% | $3,023+22.0% | $2,726+35.3% |
| Participant deferral / active EE | $4,632 | $5,145-10.0% | $5,053-8.3% | $4,647-0.3% |
| Admin fee / account holder | $257 | $235+9.2% | $9,451-97.3% | $430-40.3% |