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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $44,338 |
THE VANGUARD GROUP, INC.4 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $21,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,085 | $36,806+245.3% | $69,647+82.5% | $77,643+63.7% |
| Participation rate | 98.9% | 64.4%+34.6pp | 66.5%+32.5pp | 70.6%+28.4pp |
| Annual return | 13.40% | 38.81%-25.4pp | 100.48%-87.1pp | 31.24%-17.8pp |
| Employer contribution / active EE | $4,309 | $1,257+242.8% | $1,712+151.6% | $2,726+58.1% |
| Participant deferral / active EE | $9,114 | $2,738+232.8% | $2,886+215.8% | $4,647+96.1% |
| Admin fee / account holder | $104 | $507-79.5% | $4,713-97.8% | $430-75.8% |