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 | $66,638 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $42,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,158 | $81,460+94.2% | $103,333+53.1% | $80,856+95.6% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 12.76% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,782 | $3,105+21.8% | $3,868-2.2% | $2,755+37.3% |
| Participant deferral / active EE | $8,736 | $3,869+125.8% | $5,057+72.7% | $4,296+103.4% |
| Admin fee / account holder | $555 | $6,566-91.5% | $8,355-93.4% | $6,918-92.0% |