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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,908 |
Filed as: PACKERLAND BROKERAGE SERVICES, INC Service code 49 · EIN 39-1794957 | Other Services | $5,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,371 | $91,190-62.3% | $178,490-80.7% | $79,858-57.0% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.5pp | 69.6%-5.2pp |
| Annual return | 9.35% | 24.19%-14.8pp | 151.07%-141.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $683 | $3,256-79.0% | $5,011-86.4% | $2,471-72.4% |
| Participant deferral / active EE | $1,330 | $3,236-58.9% | $5,202-74.4% | $3,740-64.4% |
| Admin fee / account holder | $152 | $6,751-97.8% | $13,984-98.9% | $5,306-97.1% |