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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,589 |
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 | $37,719 | $54,701-31.0% | $86,188-56.2% | $71,457-47.2% |
| Participation rate | 50.6% | 60.1%-9.5pp | 69.0%-18.4pp | 67.9%-17.4pp |
| Annual return | 16.32% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $555 | $1,265-56.2% | $2,380-76.7% | $2,588-78.6% |
| Participant deferral / active EE | $1,442 | $3,108-53.6% | $3,985-63.8% | $4,289-66.4% |
| Admin fee / account holder | $150 | $1,922-92.2% | $6,852-97.8% | $1,587-90.6% |