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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURARANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $43,554 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,922 | $88,083+2.1% | $164,813-45.4% | $74,495+20.7% |
| Participation rate | 90.2% | 73.0%+17.2pp | 78.6%+11.6pp | 67.2%+23.0pp |
| Annual return | 12.03% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,753 | $2,593+6.2% | $4,341-36.6% | $2,623+5.0% |
| Participant deferral / active EE | $7,785 | $4,498+73.1% | $6,031+29.1% | $4,346+79.1% |
| Admin fee / account holder | $264 | $2,234-88.2% | $12,690-97.9% | $1,942-86.4% |