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 | $170,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,077 | $48,698+140.4% | $93,606+25.1% | $199,593-41.3% |
| Participation rate | 97.5% | 63.5%+34.0pp | 68.7%+28.8pp | 72.0%+25.6pp |
| Annual return | 12.23% | 15.34%-3.1pp | 133.20%-121.0pp | 34.25%-22.0pp |
| Employer contribution / active EE | $2,388 | $1,135+110.4% | $2,420-1.3% | $3,034-21.3% |
| Participant deferral / active EE | $7,641 | $2,817+171.2% | $4,411+73.2% | $5,087+50.2% |
| Admin fee / account holder | $128 | $195-34.5% | $8,285-98.5% | $269-52.5% |