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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.
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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,754 | $91,372-21.5% | $129,995-44.8% | $74,419-3.6% |
| Participation rate | 39.6% | 77.8%-38.2pp | 78.5%-38.9pp | 70.7%-31.1pp |
| Annual return | 17.65% | 23.21%-5.6pp | -137.18%+154.8pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,125 | $2,563-56.1% | $4,320-74.0% | $2,637-57.3% |
| Participant deferral / active EE | $2,538 | $4,721-46.2% | $5,820-56.4% | $4,528-44.0% |
| Admin fee / account holder | $192 | $283-32.2% | $10,614-98.2% | $348-44.7% |