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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,949 | $61,156+6.2% | $185,823-65.0% | $79,386-18.2% |
| Participation rate | 96.2% | 66.6%+29.6pp | 81.7%+14.5pp | 70.7%+25.5pp |
| Annual return | 13.33% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,625 | $2,789+65.8% | $5,568-16.9% | $4,046+14.3% |
| Admin fee / account holder | $166 | $710-76.6% | $16,237-99.0% | $626-73.5% |