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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,756 |
Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 27 · EIN 47-2600132 | Advisory (Plan) | $19,473 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,763 | $65,435-14.8% | $86,677-35.7% | $66,914-16.7% |
| Participation rate | 83.0% | 75.5%+7.5pp | 76.6%+6.4pp | 69.8%+13.2pp |
| Annual return | -16.76% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,801 | $2,153-16.4% | $2,836-36.5% | $2,544-29.2% |
| Participant deferral / active EE | $2,971 | $4,100-27.5% | $4,656-36.2% | $4,237-29.9% |
| Admin fee / account holder | $319 | $642-50.3% | $7,493-95.7% | $593-46.2% |