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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.
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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,551 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $58,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,739 | $82,202-27.3% | $125,339-52.3% | $64,808-7.8% |
| Participation rate | 68.1% | 77.9%-9.8pp | 82.4%-14.3pp | 71.5%-3.4pp |
| Annual return | 1.42% | 3.48%-2.1pp | 572.05%-570.6pp | 32.82%-31.4pp |
| Employer contribution / active EE | $1,756 | $3,615-51.4% | $4,814-63.5% | $2,506-29.9% |
| Participant deferral / active EE | $3,403 | $7,175-52.6% | $7,446-54.3% | $4,310-21.1% |
| Admin fee / account holder | $248 | $163+52.2% | $10,010-97.5% | $188+32.3% |