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 | $77,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,568 | $92,055+36.4% | $106,213+18.2% | $77,643+61.7% |
| Participation rate | 96.8% | 81.0%+15.7pp | 75.3%+21.5pp | 70.6%+26.2pp |
| Annual return | 14.30% | 17.91%-3.6pp | 116.14%-101.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,318 | $3,367+57.9% | $3,171+67.7% | $2,726+95.1% |
| Participant deferral / active EE | $6,223 | $5,386+15.5% | $5,016+24.1% | $4,647+33.9% |
| Admin fee / account holder | $142 | $219-35.1% | $11,033-98.7% | $430-67.0% |