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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,395 | $86,897+30.5% | $151,611-25.2% | $64,808+75.0% |
| Participation rate | 99.4% | 87.3%+12.2pp | 87.5%+11.9pp | 71.5%+28.0pp |
| Annual return | -16.73% | -3.57%-13.2pp | 3.33%-20.1pp | 32.82%-49.5pp |
| Employer contribution / active EE | $6,494 | $4,010+62.0% | $6,166+5.3% | $2,506+159.2% |
| Participant deferral / active EE | $6,149 | $6,690-8.1% | $8,363-26.5% | $4,310+42.7% |
| Admin fee / account holder | $142 | $153-7.3% | $11,616-98.8% | $188-24.5% |