Filed July 28, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,816 | $50,956+209.7% | $96,562+63.4% | $86,799+81.8% |
| Participation rate | 98.2% | 65.2%+33.0pp | 69.8%+28.4pp | 72.3%+25.9pp |
| Annual return | 13.08% | 21.27%-8.2pp | 37.78%-24.7pp | 97.91%-84.8pp |
| Employer contribution / active EE | $7,533 | $1,111+578.2% | $2,356+219.7% | $2,405+213.2% |
| Participant deferral / active EE | $6,929 | $2,954+134.5% | $3,849+80.0% | $4,131+67.7% |
| Admin fee / account holder | $202 | $166+21.6% | $6,181-96.7% | $170+19.0% |