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 | $137,885 |
Service code 49 · EIN 82-1368960 | Other Services | $36,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,924 | $61,058-28.1% | $71,209-38.3% | $85,563-48.7% |
| Participation rate | 84.7% | 58.6%+26.1pp | 73.8%+11.0pp | 66.0%+18.7pp |
| Annual return | 14.77% | 100.41%-85.6pp | 282.51%-267.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $457 | $2,199-79.2% | $2,721-83.2% | $2,654-82.8% |
| Participant deferral / active EE | $2,112 | $3,173-33.4% | $4,175-49.4% | $4,375-51.7% |
| Admin fee / account holder | $244 | $855-71.5% | $5,349-95.4% | $834-70.8% |