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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,258 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $37,490 |
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 | $89,718 | $84,556+6.1% | $116,228-22.8% | $74,304+20.7% |
| Participation rate | 85.1% | 66.0%+19.1pp | 74.6%+10.6pp | 60.3%+24.8pp |
| Annual return | 15.57% | 18.35%-2.8pp | 90.06%-74.5pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,421 | $2,168-34.5% | $2,994-52.6% | $2,241-36.6% |
| Participant deferral / active EE | $4,808 | $3,814+26.1% | $4,953-2.9% | $3,767+27.6% |
| Admin fee / account holder | $430 | $3,792-88.7% | $11,989-96.4% | $2,969-85.5% |