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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,582 |
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 | $282,123 | $60,323+367.7% | $81,812+244.8% | $74,495+278.7% |
| Participation rate | 99.6% | 62.9%+36.7pp | 72.3%+27.3pp | 67.2%+32.4pp |
| Annual return | 14.75% | 16.90%-2.2pp | 773.79%-759.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $18,268 | $2,620+597.2% | $2,912+527.3% | $2,623+596.4% |
| Participant deferral / active EE | $14,686 | $3,387+333.5% | $4,319+240.1% | $4,346+237.9% |
| Admin fee / account holder | $71 | $1,486-95.2% | $7,386-99.0% | $1,942-96.3% |