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 7-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 | $21,546 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,104 | $79,171-56.9% | $102,423-66.7% | $74,495-54.2% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 11.99% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,138 | $2,362+32.9% | $3,023+3.8% | $2,623+19.7% |
| Participant deferral / active EE | $2,882 | $4,415-34.7% | $5,053-43.0% | $4,346-33.7% |
| Admin fee / account holder | $172 | $2,001-91.4% | $9,451-98.2% | $1,942-91.1% |