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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,863 | $82,917+33.7% | $103,333+7.3% | $77,643+42.8% |
| Participation rate | 94.5% | 71.6%+23.0pp | 74.5%+20.0pp | 70.6%+23.9pp |
| Annual return | 13.27% | 19.13%-5.9pp | 24.88%-11.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,840 | $3,552+8.1% | $3,868-0.7% | $2,726+40.9% |
| Participant deferral / active EE | $7,714 | $4,108+87.8% | $5,057+52.5% | $4,647+66.0% |
| Admin fee / account holder | $183 | $638-71.3% | $8,355-97.8% | $430-57.5% |