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 | $15,377 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,235 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,065 | $101,317-37.8% | $146,958-57.1% | $74,495-15.3% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.7pp | 67.2%+21.6pp |
| Annual return | 6.76% | 8730.91%-8724.2pp | 418.34%-411.6pp | 1364.94%-1358.2pp |
| Employer contribution / active EE | $1,374 | $3,810-63.9% | $4,933-72.1% | $2,623-47.6% |
| Participant deferral / active EE | $2,040 | $7,303-72.1% | $8,070-74.7% | $4,346-53.1% |
| Admin fee / account holder | $153 | $1,739-91.2% | $12,998-98.8% | $1,942-92.1% |