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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $21,733 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,564 | $66,813-67.7% | $100,516-78.5% | $73,488-70.7% |
| Participation rate | 93.0% | 77.5%+15.6pp | 79.4%+13.6pp | 70.7%+22.3pp |
| Annual return | 27.96% | 25.70%+2.3pp | 30.89%-2.9pp | 28.51%-0.6pp |
| Employer contribution / active EE | $437 | $2,147-79.6% | $3,418-87.2% | $2,270-80.7% |
| Participant deferral / active EE | $4,388 | $5,883-25.4% | $6,270-30.0% | $3,740+17.3% |
| Admin fee / account holder | $134 | $512-73.9% | $8,081-98.3% | $513-74.0% |