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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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,672 | $48,698-47.3% | $93,606-72.6% | $199,593-87.1% |
| Participation rate | 20.5% | 63.5%-43.0pp | 68.7%-48.2pp | 72.0%-51.5pp |
| Annual return | 16.35% | 15.34%+1.0pp | 133.20%-116.8pp | 34.25%-17.9pp |
| Employer contribution / active EE | $59 | $1,135-94.8% | $2,420-97.6% | $3,034-98.0% |
| Participant deferral / active EE | $1,286 | $2,817-54.3% | $4,411-70.8% | $5,087-74.7% |
| Admin fee / account holder | $124 | $195-36.6% | $8,285-98.5% | $269-54.0% |