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 6-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 COMPANRY Service code 13 · EIN 42-0127290 | Contract Administrator | $7,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,554 | $65,435-57.9% | $86,677-68.2% | $66,914-58.8% |
| Participation rate | 38.7% | 75.5%-36.8pp | 76.6%-37.9pp | 69.8%-31.1pp |
| Annual return | -12.82% | -10.89%-1.9pp | 35.91%-48.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $975 | $2,153-54.7% | $2,836-65.6% | $2,544-61.7% |
| Participant deferral / active EE | $2,772 | $4,100-32.4% | $4,656-40.5% | $4,237-34.6% |
| Admin fee / account holder | $114 | $642-82.2% | $7,493-98.5% | $593-80.7% |