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 | $87,319 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,179 | $65,561+97.0% | $91,541+41.1% | $74,304+73.9% |
| Participation rate | 95.5% | 56.6%+38.9pp | 69.8%+25.7pp | 60.3%+35.1pp |
| Annual return | 14.90% | 17.68%-2.8pp | 20.50%-5.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,773 | $1,717+61.5% | $2,505+10.7% | $2,241+23.7% |
| Participant deferral / active EE | $6,158 | $2,918+111.0% | $4,008+53.6% | $3,767+63.5% |
| Admin fee / account holder | $341 | $3,333-89.8% | $6,956-95.1% | $2,969-88.5% |