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 | $16,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,164 | $79,171+15.1% | $102,423-11.0% | $74,495+22.4% |
| Participation rate | 82.1% | 74.8%+7.3pp | 76.5%+5.6pp | 67.2%+14.9pp |
| Annual return | 13.62% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,550 | $2,362+7.9% | $3,023-15.7% | $2,623-2.8% |
| Participant deferral / active EE | $6,144 | $4,415+39.2% | $5,053+21.6% | $4,346+41.4% |
| Admin fee / account holder | $93 | $2,001-95.3% | $9,451-99.0% | $1,942-95.2% |