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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,036 |
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $19,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,213 | $65,061-59.7% | $143,757-81.8% | $66,914-60.8% |
| Participation rate | 85.7% | 65.2%+20.5pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | 11.68% | -11.14%+22.8pp | -0.04%+11.7pp | 1.58%+10.1pp |
| Employer contribution / active EE | $1,836 | $2,361-22.2% | $4,951-62.9% | $2,544-27.8% |
| Participant deferral / active EE | $2,852 | $2,919-2.3% | $5,637-49.4% | $4,237-32.7% |
| Admin fee / account holder | $179 | $502-64.4% | $14,673-98.8% | $593-69.9% |