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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,583 |
REGIONS BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $86,694 |
THE RMR GROUP LLC9+ 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 | $162,646 | $56,638+187.2% | $169,368-4.0% | $74,419+118.6% |
| Participation rate | 85.4% | 67.5%+17.9pp | 77.1%+8.2pp | 70.7%+14.7pp |
| Annual return | 20.65% | 24.75%-4.1pp | 405.60%-385.0pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,909 | $2,027+142.2% | $4,013+22.3% | $2,637+86.1% |
| Participant deferral / active EE | $11,351 | $4,223+168.8% | $6,221+82.4% | $4,528+150.7% |
| Admin fee / account holder | $320 | $307+4.5% | $9,003-96.4% | $348-7.9% |