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 | $28,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,986 | $84,556-32.6% | $116,228-51.0% | $74,304-23.3% |
| Participation rate | 83.6% | 66.0%+17.6pp | 74.6%+9.1pp | 60.3%+23.3pp |
| Annual return | 14.63% | 18.35%-3.7pp | 90.06%-75.4pp | 29.43%-14.8pp |
| Employer contribution / active EE | $753 | $2,168-65.3% | $2,994-74.9% | $2,241-66.4% |
| Participant deferral / active EE | $2,845 | $3,814-25.4% | $4,953-42.6% | $3,767-24.5% |
| Admin fee / account holder | $261 | $3,792-93.1% | $11,989-97.8% | $2,969-91.2% |