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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,331 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,946 |
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 | $53,413 | $100,801-47.0% | $149,696-64.3% | $73,409-27.2% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.5%+12.3pp | 72.2%+22.6pp |
| Annual return | 20.77% | 265.34%-244.6pp | 276.60%-255.8pp | 59.29%-38.5pp |
| Employer contribution / active EE | $4,279 | $3,312+29.2% | $4,644-7.9% | $2,234+91.6% |
| Participant deferral / active EE | $8,684 | $6,404+35.6% | $6,842+26.9% | $3,805+128.2% |
| Admin fee / account holder | $191 | $181+5.8% | $9,309-97.9% | $158+21.1% |