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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,663 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,020 |
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 | $32,681 | $84,487-61.3% | $125,339-73.9% | $66,914-51.2% |
| Participation rate | 87.8% | 76.4%+11.4pp | 82.4%+5.4pp | 69.8%+18.0pp |
| Annual return | -17.86% | -8.39%-9.5pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,518 | $3,553-29.1% | $4,814-47.7% | $2,544-1.0% |
| Participant deferral / active EE | $5,874 | $6,781-13.4% | $7,446-21.1% | $4,237+38.6% |
| Admin fee / account holder | $177 | $685-74.2% | $10,010-98.2% | $593-70.2% |