Filed June 9, 2025 (most recent of 4 filings on file)
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 10-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 | $64,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,167 | $111,491+34.7% | $189,513-20.8% | $86,799+73.0% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.8%+11.9pp | 72.3%+27.4pp |
| Annual return | 16.61% | 83.50%-66.9pp | 555.15%-538.5pp | 97.91%-81.3pp |
| Employer contribution / active EE | $4,004 | $3,951+1.3% | $6,162-35.0% | $2,405+66.5% |
| Participant deferral / active EE | $6,270 | $6,437-2.6% | $8,221-23.7% | $4,131+51.8% |
| Admin fee / account holder | $164 | $189-12.9% | $12,045-98.6% | $170-3.1% |