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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,757 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,090 |
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 | $67,712 | $47,126+43.7% | $149,673-54.8% | $74,419-9.0% |
| Participation rate | 96.6% | 63.4%+33.2pp | 78.8%+17.8pp | 70.7%+25.8pp |
| Annual return | 48.03% | 22.75%+25.3pp | 134.42%-86.4pp | 34.38%+13.6pp |
| Employer contribution / active EE | $2,558 | $1,905+34.3% | $4,818-46.9% | $2,637-3.0% |
| Participant deferral / active EE | $4,631 | $2,728+69.8% | $5,680-18.5% | $4,528+2.3% |
| Admin fee / account holder | $181 | $343-47.1% | $13,210-98.6% | $348-47.9% |