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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,864 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,185 | $46,732-44.0% | $156,549-83.3% | $55,167-52.5% |
| Participation rate | 75.2% | 65.8%+9.4pp | 84.0%-8.8pp | 69.0%+6.2pp |
| Annual return | 7.06% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $250 | $2,105-88.1% | $5,501-95.5% | $1,963-87.3% |
| Participant deferral / active EE | $708 | $2,204-67.9% | $4,871-85.5% | $3,054-76.8% |
| Admin fee / account holder | $18 | $418-95.6% | $13,027-99.9% | $504-96.3% |