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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,390 | $86,225+24.5% | $146,665-26.8% | $86,799+23.7% |
| Participation rate | 81.0% | 78.0%+3.1pp | 80.1%+1.0pp | 72.3%+8.7pp |
| Annual return | 18.67% | 31.23%-12.6pp | 22.74%-4.1pp | 97.91%-79.2pp |
| Employer contribution / active EE | $1,057 | $2,392-55.8% | $4,136-74.4% | $2,405-56.1% |
| Participant deferral / active EE | $5,370 | $4,245+26.5% | $5,506-2.5% | $4,131+30.0% |
| Admin fee / account holder | $289 | $195+48.1% | $10,280-97.2% | $170+70.6% |