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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,450 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,452 | $50,982-46.2% | $154,803-82.3% | $85,563-67.9% |
| Participation rate | 98.5% | 59.8%+38.8pp | 78.1%+20.5pp | 66.0%+32.6pp |
| Annual return | 18.51% | 30.35%-11.8pp | 58.88%-40.4pp | 31.51%-13.0pp |
| Employer contribution / active EE | $1,542 | $1,708-9.8% | $4,305-64.2% | $2,654-41.9% |
| Participant deferral / active EE | $3,067 | $2,474+23.9% | $5,540-44.7% | $4,375-29.9% |
| Admin fee / account holder | $164 | $846-80.6% | $14,329-98.9% | $834-80.4% |