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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,489 | $50,815-6.5% | $155,509-69.5% | $77,643-38.8% |
| Participation rate | 58.1% | 63.1%-5.0pp | 78.2%-20.1pp | 70.6%-12.5pp |
| Annual return | 12.14% | 34.80%-22.7pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,348 | $2,822+18.6% | $5,626-40.5% | $4,647-28.0% |
| Admin fee / account holder | $413 | $437-5.5% | $15,912-97.4% | $430-4.1% |