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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,353 | $53,165+139.5% | $86,188+47.8% | $74,419+71.1% |
| Participation rate | 98.4% | 64.9%+33.6pp | 69.0%+29.5pp | 70.7%+27.7pp |
| Annual return | 16.75% | 22.64%-5.9pp | 1168.45%-1151.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $7,156 | $1,210+491.5% | $2,380+200.7% | $2,637+171.3% |
| Participant deferral / active EE | $7,213 | $3,234+123.0% | $3,985+81.0% | $4,528+59.3% |
| Admin fee / account holder | $150 | $551-72.8% | $6,852-97.8% | $348-56.9% |