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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,496 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,925 | $58,264+359.8% | $86,612+209.3% | $71,457+274.9% |
| Participation rate | 99.6% | 65.0%+34.6pp | 71.7%+27.9pp | 67.9%+31.6pp |
| Annual return | 19.24% | 21.63%-2.4pp | 591.07%-571.8pp | 28.85%-9.6pp |
| Employer contribution / active EE | $18,467 | $2,574+617.4% | $3,022+511.0% | $2,588+613.7% |
| Participant deferral / active EE | $14,384 | $3,436+318.6% | $4,438+224.1% | $4,289+235.4% |
| Admin fee / account holder | $69 | $1,057-93.5% | $5,614-98.8% | $1,587-95.6% |