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 6-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,103 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,547 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,677 | $44,897-53.9% | $84,966-75.7% | $199,593-89.6% |
| Participation rate | 81.8% | 45.7%+36.1pp | 67.5%+14.3pp | 72.0%+9.8pp |
| Annual return | 19.17% | 20.96%-1.8pp | 66.38%-47.2pp | 34.25%-15.1pp |
| Employer contribution / active EE | $1,459 | $1,365+6.9% | $2,727-46.5% | $3,034-51.9% |
| Participant deferral / active EE | $3,769 | $2,668+41.3% | $4,519-16.6% | $5,087-25.9% |
| Admin fee / account holder | $105 | $584-82.1% | $6,149-98.3% | $269-61.0% |