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 3-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 | $37,623 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 41-2016508 | Advisory (Plan) | $31,494 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $200,547 | $96,484+107.9% | $156,263+28.3% | $74,304+169.9% |
| Participation rate | 98.0% | 67.7%+30.3pp | 78.9%+19.1pp | 60.3%+37.7pp |
| Annual return | 14.56% | 17.73%-3.2pp | 59.47%-44.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $3,025 | $2,528+19.6% | $4,333-30.2% | $2,241+35.0% |
| Participant deferral / active EE | $6,062 | $4,286+41.4% | $6,158-1.6% | $3,767+60.9% |
| Admin fee / account holder | $646 | $3,728-82.7% | $14,255-95.5% | $2,969-78.2% |