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 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 | $56,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,863 | $92,055-17.6% | $106,213-28.6% | $77,643-2.3% |
| Participation rate | 63.3% | 81.0%-17.8pp | 75.3%-12.0pp | 70.6%-7.3pp |
| Annual return | 12.63% | 17.91%-5.3pp | 116.14%-103.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,692 | $3,367-49.8% | $3,171-46.7% | $2,726-37.9% |
| Participant deferral / active EE | $3,405 | $5,386-36.8% | $5,016-32.1% | $4,647-26.7% |
| Admin fee / account holder | $181 | $219-17.4% | $11,033-98.4% | $430-57.9% |