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 9-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,332 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,080 | $86,655-89.5% | $119,609-92.4% | $66,914-86.4% |
| Participation rate | 97.4% | 75.6%+21.8pp | 79.3%+18.1pp | 69.8%+27.6pp |
| Annual return | -3.95% | -8.00%+4.0pp | -14.97%+11.0pp | 1.58%-5.5pp |
| Employer contribution / active EE | $1,052 | $2,536-58.5% | $4,232-75.1% | $2,544-58.6% |
| Participant deferral / active EE | $562 | $4,358-87.1% | $5,602-90.0% | $4,237-86.7% |
| Admin fee / account holder | $106 | $755-86.0% | $10,323-99.0% | $593-82.2% |