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 |
|---|---|---|
Service code 13 · EIN 93-1327877 | Contract Administrator | $16,953 |
Filed as: PRINCIPAL LIFE INSURANCE COMNPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $11,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,305 | $77,899+146.9% | $149,673+28.5% | $75,163+155.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.77% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $7,321 | $3,137+133.4% | $4,818+52.0% | $2,670+174.2% |
| Participant deferral / active EE | $7,776 | $3,411+128.0% | $5,680+36.9% | $4,125+88.5% |
| Admin fee / account holder | $106 | $5,956-98.2% | $13,210-99.2% | $5,651-98.1% |