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 | $152,836 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $86,287 |
THE RMR GROUP LLC8+ years Service code 13 · EIN 04-3583787 | Contract Administrator | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,121 | $50,458+161.8% | $159,960-17.4% | $64,808+103.9% |
| Participation rate | 91.3% | 68.0%+23.3pp | 78.0%+13.4pp | 71.5%+19.9pp |
| Annual return | -16.17% | -13.42%-2.8pp | 408.60%-424.8pp | 32.82%-49.0pp |
| Employer contribution / active EE | $4,462 | $1,722+159.1% | $4,226+5.6% | $2,506+78.1% |
| Participant deferral / active EE | $10,568 | $4,004+164.0% | $6,182+70.9% | $4,310+145.2% |
| Admin fee / account holder | $307 | $706-56.5% | $8,698-96.5% | $188+63.6% |