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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,780 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $5,332 |
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 | $10,455 | $91,407-88.6% | $135,903-92.3% | $71,457-85.4% |
| Participation rate | 91.4% | 75.7%+15.8pp | 81.9%+9.5pp | 67.9%+23.5pp |
| Annual return | 24.54% | 29.90%-5.4pp | 68.23%-43.7pp | 28.85%-4.3pp |
| Employer contribution / active EE | $1,888 | $3,703-49.0% | $4,856-61.1% | $2,588-27.0% |
| Participant deferral / active EE | $4,403 | $7,092-37.9% | $7,758-43.2% | $4,289+2.7% |
| Admin fee / account holder | $128 | $1,266-89.9% | $10,762-98.8% | $1,587-92.0% |