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 | $72,030 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $23,376 |
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 | $89,409 | $88,083+1.5% | $164,813-45.8% | $74,495+20.0% |
| Participation rate | 83.3% | 73.0%+10.2pp | 78.6%+4.7pp | 67.2%+16.1pp |
| Annual return | 14.27% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,145 | $2,593-55.8% | $4,341-73.6% | $2,623-56.3% |
| Participant deferral / active EE | $4,784 | $4,498+6.4% | $6,031-20.7% | $4,346+10.1% |
| Admin fee / account holder | $360 | $2,234-83.9% | $12,690-97.2% | $1,942-81.5% |