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 | $166,912 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $84,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,725 | $119,446-42.5% | $150,045-54.2% | $85,563-19.7% |
| Participation rate | 85.9% | 75.4%+10.5pp | 82.3%+3.6pp | 66.0%+19.9pp |
| Annual return | 15.56% | 23.72%-8.2pp | 62.55%-47.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,557 | $4,078-37.3% | $4,693-45.5% | $2,654-3.6% |
| Participant deferral / active EE | $4,724 | $7,985-40.8% | $7,997-40.9% | $4,375+8.0% |
| Admin fee / account holder | $249 | $548-54.6% | $13,435-98.1% | $834-70.2% |