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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-1520346 | Recordkeeping | $48,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,478 | $63,745+49.8% | $98,442-3.0% | $79,386+20.3% |
| Participation rate | 56.9% | 69.9%-12.9pp | 73.3%-16.4pp | 70.7%-13.8pp |
| Annual return | 12.60% | 625.80%-613.2pp | 1492.73%-1480.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,430 | $3,303+34.1% | $4,276+3.6% | $4,046+9.5% |
| Admin fee / account holder | $268 | $516-48.0% | $5,949-95.5% | $626-57.2% |