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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,468 | $122,186-49.7% | $146,958-58.2% | $199,593-69.2% |
| Participation rate | 67.8% | 78.3%-10.5pp | 82.2%-14.3pp | 72.0%-4.2pp |
| Annual return | 17.96% | 30.56%-12.6pp | 418.34%-400.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $2,619 | $4,093-36.0% | $4,933-46.9% | $3,034-13.7% |
| Participant deferral / active EE | $5,627 | $8,502-33.8% | $8,070-30.3% | $5,087+10.6% |
| Admin fee / account holder | $59 | $179-67.1% | $12,998-99.5% | $269-78.1% |