Filed August 11, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,765 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,659 | $81,474-24.3% | $133,956-54.0% | $73,488-16.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 16.15% | 19.40%-3.3pp | 45.09%-28.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $4,434 | $2,209+100.7% | $3,919+13.2% | $2,270+95.3% |
| Participant deferral / active EE | $6,209 | $3,786+64.0% | $5,048+23.0% | $3,740+66.0% |
| Admin fee / account holder | $244 | $713-65.8% | $8,927-97.3% | $513-52.5% |