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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,770 |
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 | $324,530 | $61,058+431.5% | $71,209+355.7% | $85,563+279.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 17.61% | 100.41%-82.8pp | 282.51%-264.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $19,305 | $2,199+778.1% | $2,721+609.5% | $2,654+627.5% |
| Participant deferral / active EE | $15,093 | $3,173+375.7% | $4,175+261.5% | $4,375+245.0% |
| Admin fee / account holder | $69 | $855-92.0% | $5,349-98.7% | $834-91.8% |