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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,351 |
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 | $235,368 | $100,923+133.2% | $150,045+56.9% | $74,304+216.8% |
| Participation rate | 96.1% | 70.1%+26.0pp | 82.3%+13.8pp | 60.3%+35.8pp |
| Annual return | 12.67% | 51.77%-39.1pp | 62.55%-49.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $5,886 | $3,463+69.9% | $4,693+25.4% | $2,241+162.6% |
| Participant deferral / active EE | $11,396 | $6,709+69.8% | $7,997+42.5% | $3,767+202.5% |
| Admin fee / account holder | $40 | $2,767-98.5% | $13,435-99.7% | $2,969-98.6% |