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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $115,736 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $99,145 |
EMPLOYEE BENEFITS GROUP, LLC3 years Service code 49 · EIN 73-1554797 | Other Services | $8,796 |
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 | $16,104 | $53,136-69.7% | $155,509-89.6% | $199,593-91.9% |
| Participation rate | 72.7% | 64.1%+8.6pp | 78.2%-5.5pp | 72.0%+0.7pp |
| Annual return | 12.60% | 41.15%-28.5pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $2,626 | $1,851+41.9% | $4,672-43.8% | $3,034-13.5% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $65 | $185-64.9% | $15,912-99.6% | $269-75.8% |