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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,366 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,076 | $59,097-45.7% | $82,389-61.1% | $74,304-56.8% |
| Participation rate | 87.1% | 52.8%+34.4pp | 69.5%+17.6pp | 60.3%+26.8pp |
| Annual return | 21.29% | 22.85%-1.6pp | 28.67%-7.4pp | 29.43%-8.1pp |
| Employer contribution / active EE | $713 | $1,601-55.5% | $2,517-71.7% | $2,241-68.2% |
| Participant deferral / active EE | $1,626 | $2,775-41.4% | $4,155-60.9% | $3,767-56.8% |
| Admin fee / account holder | $37 | $4,489-99.2% | $7,231-99.5% | $2,969-98.7% |