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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,597 | $39,286+82.2% | $80,716-11.3% | $79,386-9.8% |
| Participation rate | 16.4% | 41.0%-24.5pp | 54.2%-37.7pp | 70.7%-54.3pp |
| Annual return | 14.60% | 98.95%-84.4pp | 87.28%-72.7pp | 116.85%-102.3pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $527 | $1,264-58.3% | $2,146-75.5% | $4,046-87.0% |
| Admin fee / account holder | $310 | $647-52.0% | $3,380-90.8% | $626-50.5% |