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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $73,638-100.0% | $95,952-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 77.1%-77.1pp | 70.7%-70.7pp |
| Annual return | 22.27% | 16.78%+5.5pp | 91.61%-69.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $749 | $1,863-59.8% | $2,541-70.5% | $2,270-67.0% |
| Participant deferral / active EE | $2,151 | $3,617-40.5% | $4,167-48.4% | $3,740-42.5% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |