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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,732 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,678 | $48,335+162.1% | $121,098+4.6% | $71,457+77.3% |
| Participation rate | 96.4% | 54.3%+42.2pp | 69.5%+26.9pp | 67.9%+28.5pp |
| Annual return | 15.83% | 23.32%-7.5pp | 985.75%-969.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $7,610 | $1,489+411.1% | $4,164+82.8% | $2,588+194.1% |
| Participant deferral / active EE | $4,131 | $2,754+50.0% | $4,080+1.3% | $4,289-3.7% |
| Admin fee / account holder | $467 | $1,841-74.6% | $5,644-91.7% | $1,587-70.6% |