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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,253 |
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 | $84,627 | $65,435+29.3% | $86,677-2.4% | $66,914+26.5% |
| Participation rate | 94.7% | 75.5%+19.2pp | 76.6%+18.1pp | 69.8%+24.9pp |
| Annual return | -14.60% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $798 | $2,153-62.9% | $2,836-71.9% | $2,544-68.6% |
| Participant deferral / active EE | $5,071 | $4,100+23.7% | $4,656+8.9% | $4,237+19.7% |
| Admin fee / account holder | $20 | $642-96.8% | $7,493-99.7% | $593-96.6% |