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 | $5,120 |
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 | $5,637 | $84,487-93.3% | $125,339-95.5% | $66,914-91.6% |
| Participation rate | 93.6% | 76.4%+17.2pp | 82.4%+11.3pp | 69.8%+23.8pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,670 | $3,553-24.9% | $4,814-44.5% | $2,544+4.9% |
| Participant deferral / active EE | $5,200 | $6,781-23.3% | $7,446-30.2% | $4,237+22.7% |
| Admin fee / account holder | $35 | $685-94.9% | $10,010-99.6% | $593-94.1% |