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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,530 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,970 | $50,199+57.3% | $70,092+12.7% | $66,914+18.0% |
| Participation rate | 92.8% | 66.3%+26.5pp | 70.5%+22.3pp | 69.8%+23.0pp |
| Annual return | -16.49% | -13.85%-2.6pp | 190.73%-207.2pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,350 | $1,864+26.1% | $2,559-8.2% | $2,544-7.6% |
| Participant deferral / active EE | $4,756 | $3,112+52.8% | $3,849+23.6% | $4,237+12.3% |
| Admin fee / account holder | $250 | $600-58.3% | $6,267-96.0% | $593-57.8% |