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 | $44,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,128 | $59,417+45.0% | $93,606-8.0% | $74,495+15.6% |
| Participation rate | 66.1% | 59.7%+6.5pp | 68.7%-2.6pp | 67.2%-1.1pp |
| Annual return | 11.83% | 81.83%-70.0pp | 133.20%-121.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,509 | $1,264+19.4% | $2,420-37.7% | $2,623-42.5% |
| Participant deferral / active EE | $2,475 | $3,050-18.8% | $4,411-43.9% | $4,346-43.0% |
| Admin fee / account holder | $494 | $3,021-83.6% | $8,285-94.0% | $1,942-74.5% |