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 | $4,672 |
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 | $30,550 | $37,393-18.3% | $77,024-60.3% | $66,914-54.3% |
| Participation rate | 14.1% | 52.9%-38.8pp | 67.9%-53.8pp | 69.8%-55.7pp |
| Annual return | -14.75% | -3.29%-11.5pp | 42.32%-57.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $517 | $1,531-66.2% | $2,812-81.6% | $2,544-79.7% |
| Participant deferral / active EE | $1,047 | $2,617-60.0% | $4,426-76.4% | $4,237-75.3% |
| Admin fee / account holder | $120 | $567-78.9% | $5,425-97.8% | $593-79.8% |