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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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,175 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,192 | $101,317+93.6% | $146,958+33.5% | $74,495+163.4% |
| Participation rate | 94.5% | 75.5%+18.9pp | 82.2%+12.3pp | 67.2%+27.3pp |
| Annual return | 11.42% | 8730.91%-8719.5pp | 418.34%-406.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $5,106 | $3,810+34.0% | $4,933+3.5% | $2,623+94.7% |
| Participant deferral / active EE | $8,738 | $7,303+19.6% | $8,070+8.3% | $4,346+101.1% |
| Admin fee / account holder | $36 | $1,739-97.9% | $12,998-99.7% | $1,942-98.2% |