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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,314 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,953 | $108,549-15.3% | $156,263-41.2% | $85,563+7.5% |
| Participation rate | 99.4% | 77.1%+22.3pp | 78.9%+20.5pp | 66.0%+33.4pp |
| Annual return | 16.28% | 21.79%-5.5pp | 59.47%-43.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $4,163 | $2,690+54.8% | $4,333-3.9% | $2,654+56.9% |
| Participant deferral / active EE | $6,426 | $4,800+33.9% | $6,158+4.3% | $4,375+46.9% |
| Admin fee / account holder | $74 | $650-88.6% | $14,255-99.5% | $834-91.1% |