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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,372 | $56,503-30.3% | $70,092-43.8% | $64,808-39.2% |
| Participation rate | 85.5% | 70.5%+15.0pp | 70.5%+15.0pp | 71.5%+14.0pp |
| Annual return | -16.36% | -13.44%-2.9pp | 190.73%-207.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $791 | $2,046-61.4% | $2,559-69.1% | $2,506-68.4% |
| Participant deferral / active EE | $2,961 | $3,389-12.6% | $3,849-23.1% | $4,310-31.3% |
| Admin fee / account holder | $36 | $160-77.6% | $6,267-99.4% | $188-80.9% |