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 | $60,496 |
MORNINGSTAR1 year 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 | $123,735 | $86,655+42.8% | $119,609+3.5% | $66,914+84.9% |
| Participation rate | 97.2% | 75.6%+21.7pp | 79.3%+18.0pp | 69.8%+27.4pp |
| Annual return | -13.99% | -8.00%-6.0pp | -14.97%+1.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,092 | $4,358+108.6% | $5,602+62.3% | $4,237+114.6% |
| Admin fee / account holder | $401 | $755-46.8% | $10,323-96.1% | $593-32.4% |