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 | $10,990 |
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Direct payment from the plan; Claims ... | $1,238 |
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 | $32,688 | $50,982-35.9% | $154,803-78.9% | $85,563-61.8% |
| Participation rate | 56.5% | 59.8%-3.3pp | 78.1%-21.6pp | 66.0%-9.5pp |
| Annual return | 11.95% | 30.35%-18.4pp | 58.88%-46.9pp | 31.51%-19.6pp |
| Employer contribution / active EE | $716 | $1,708-58.1% | $4,305-83.4% | $2,654-73.0% |
| Participant deferral / active EE | $1,636 | $2,474-33.9% | $5,540-70.5% | $4,375-62.6% |
| Admin fee / account holder | $74 | $846-91.3% | $14,329-99.5% | $834-91.2% |