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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,046 | $79,124-96.2% | $60,874-95.0% | $64,808-95.3% |
| Participation rate | 9.2% | 77.7%-68.5pp | 73.1%-63.9pp | 71.5%-62.3pp |
| Annual return | 0.00% | -7.13%+7.1pp | 16.90%-16.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $241 | $3,725-93.5% | $3,817-93.7% | $4,310-94.4% |
| Admin fee / account holder | $30 | $106-71.9% | $3,224-99.1% | $188-84.2% |