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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,943 |
Service code 27 · EIN 35-1940654 | Advisory (Plan) | $41,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,707 | $65,908-14.0% | $81,812-30.7% | $77,643-27.0% |
| Participation rate | 58.3% | 65.8%-7.5pp | 72.3%-14.0pp | 70.6%-12.3pp |
| Annual return | 13.11% | 26.64%-13.5pp | 773.79%-760.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $586 | $2,370-75.3% | $2,912-79.9% | $2,726-78.5% |
| Participant deferral / active EE | $1,980 | $3,505-43.5% | $4,319-54.2% | $4,647-57.4% |
| Admin fee / account holder | $275 | $526-47.8% | $7,386-96.3% | $430-36.2% |