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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,940 | $54,193+160.1% | $93,606+50.6% | $77,643+81.5% |
| Participation rate | 97.5% | 63.9%+33.6pp | 68.7%+28.8pp | 70.6%+27.0pp |
| Annual return | 12.23% | 30.54%-18.3pp | 133.20%-121.0pp | 31.24%-19.0pp |
| Employer contribution / active EE | $7,241 | $1,168+519.9% | $2,420+199.2% | $2,726+165.6% |
| Participant deferral / active EE | $7,353 | $3,144+133.9% | $4,411+66.7% | $4,647+58.2% |
| Admin fee / account holder | $166 | $576-71.1% | $8,285-98.0% | $430-61.4% |