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 4-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 | $1,551 |
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 | $4,539 | $26,549-82.9% | $61,373-92.6% | $66,914-93.2% |
| Participation rate | 47.1% | 38.1%+9.0pp | 52.6%-5.5pp | 69.8%-22.7pp |
| Annual return | -13.74% | -16.21%+2.5pp | 338.61%-352.3pp | 1.58%-15.3pp |
| Employer contribution / active EE | $726 | $651+11.5% | $1,159-37.3% | $2,544-71.4% |
| Participant deferral / active EE | $1,036 | $1,338-22.6% | $2,125-51.3% | $4,237-75.6% |
| Admin fee / account holder | $38 | $409-90.8% | $2,130-98.2% | $593-93.6% |