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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,740 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,179 | $79,700-5.7% | $153,485-51.0% | $74,495+0.9% |
| Participation rate | 98.7% | 69.8%+28.8pp | 77.1%+21.6pp | 67.2%+31.5pp |
| Annual return | 11.99% | 15.07%-3.1pp | 15.65%-3.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,377 | $4,016-15.9% | $5,039-33.0% | $2,623+28.7% |
| Participant deferral / active EE | $6,919 | $5,315+30.2% | $6,757+2.4% | $4,346+59.2% |
| Admin fee / account holder | $275 | $1,790-84.6% | $12,724-97.8% | $1,942-85.8% |