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 | $5,848 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,731 | $79,171-77.6% | $102,423-82.7% | $74,495-76.2% |
| Participation rate | 97.5% | 74.8%+22.7pp | 76.5%+21.0pp | 67.2%+30.3pp |
| Annual return | 12.56% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,043 | $2,362-13.5% | $3,023-32.4% | $2,623-22.1% |
| Participant deferral / active EE | $4,758 | $4,415+7.8% | $5,053-5.8% | $4,346+9.5% |
| Admin fee / account holder | $20 | $2,001-99.0% | $9,451-99.8% | $1,942-99.0% |