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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,881 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $54,291 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,821 | $50,956-57.2% | $96,562-77.4% | $86,799-74.9% |
| Participation rate | 91.0% | 65.2%+25.7pp | 69.8%+21.2pp | 72.3%+18.7pp |
| Annual return | 14.57% | 21.27%-6.7pp | 37.78%-23.2pp | 97.91%-83.3pp |
| Employer contribution / active EE | $349 | $1,111-68.6% | $2,356-85.2% | $2,405-85.5% |
| Participant deferral / active EE | $3,133 | $2,954+6.1% | $3,849-18.6% | $4,131-24.2% |
| Admin fee / account holder | $219 | $166+32.2% | $6,181-96.4% | $170+29.4% |