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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,792 | $59,263+16.1% | $96,562-28.8% | $79,386-13.3% |
| Participation rate | 69.4% | 61.9%+7.5pp | 69.8%-0.4pp | 70.7%-1.3pp |
| Annual return | 18.86% | 27.07%-8.2pp | 37.78%-18.9pp | 116.85%-98.0pp |
| Employer contribution / active EE | $791 | $1,216-34.9% | $2,356-66.4% | $2,427-67.4% |
| Participant deferral / active EE | $2,297 | $2,948-22.1% | $3,849-40.3% | $4,046-43.2% |
| Admin fee / account holder | $56 | $658-91.4% | $6,181-99.1% | $626-91.0% |