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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,731 | $64,286-11.8% | $90,951-37.6% | $73,409-22.7% |
| Participation rate | 88.8% | 63.6%+25.2pp | 69.0%+19.7pp | 72.2%+16.6pp |
| Annual return | 15.16% | 21.45%-6.3pp | 134.60%-119.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,145 | $895+28.0% | $2,122-46.0% | $2,234-48.7% |
| Participant deferral / active EE | $3,613 | $2,453+47.3% | $3,373+7.1% | $3,805-5.1% |
| Admin fee / account holder | $169 | $287-41.0% | $5,959-97.2% | $158+7.3% |