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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,354 | $59,417-25.4% | $93,606-52.6% | $74,495-40.5% |
| Participation rate | 40.2% | 59.7%-19.5pp | 68.7%-28.5pp | 67.2%-27.0pp |
| Annual return | 14.64% | 81.83%-67.2pp | 133.20%-118.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $439 | $1,264-65.3% | $2,420-81.9% | $2,623-83.3% |
| Participant deferral / active EE | $1,150 | $3,050-62.3% | $4,411-73.9% | $4,346-73.5% |
| Admin fee / account holder | $179 | $3,021-94.1% | $8,285-97.8% | $1,942-90.8% |