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 4-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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURNCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $24,333 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $6,960 |
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 | $7,068 | $44,960-84.3% | $84,966-91.7% | $74,495-90.5% |
| Participation rate | 97.4% | 49.4%+48.0pp | 67.5%+29.9pp | 67.2%+30.2pp |
| Annual return | 11.84% | 26.24%-14.4pp | 66.38%-54.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $8,973 | $1,457+515.8% | $2,727+229.0% | $2,623+242.1% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $70 | $2,209-96.8% | $6,149-98.9% | $1,942-96.4% |