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 6-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $177,277 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,957 | $108,592+96.1% | $129,110+64.9% | $77,904+173.4% |
| Participation rate | 99.1% | 84.8%+14.3pp | 77.3%+21.9pp | 73.7%+25.4pp |
| Annual return | -11.00% | -13.72%+2.7pp | -10.94%-0.1pp | 12.21%-23.2pp |
| Employer contribution / active EE | $17,230 | $5,713+201.6% | $5,052+241.1% | $2,848+505.1% |
| Participant deferral / active EE | $12,188 | $7,051+72.9% | $6,542+86.3% | $4,806+153.6% |
| Admin fee / account holder | $64 | $91-29.6% | $14,302-99.6% | $133-51.5% |