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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,855 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,021 |
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 | $79,010 | $50,815+55.5% | $155,509-49.2% | $77,643+1.8% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.5pp | 70.6%+26.1pp |
| Annual return | 18.87% | 34.80%-15.9pp | 64.67%-45.8pp | 31.24%-12.4pp |
| Employer contribution / active EE | $2,683 | $1,993+34.6% | $4,672-42.6% | $2,726-1.6% |
| Participant deferral / active EE | $4,991 | $2,822+76.9% | $5,626-11.3% | $4,647+7.4% |
| Admin fee / account holder | $251 | $437-42.6% | $15,912-98.4% | $430-41.8% |