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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,794 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $1,068 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,224 | $50,982+108.4% | $154,803-31.4% | $85,563+24.1% |
| Participation rate | 34.8% | 59.8%-24.9pp | 78.1%-43.2pp | 66.0%-31.1pp |
| Annual return | 12.98% | 30.35%-17.4pp | 58.88%-45.9pp | 31.51%-18.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,288 | $2,474-7.5% | $5,540-58.7% | $4,375-47.7% |
| Admin fee / account holder | $498 | $846-41.1% | $14,329-96.5% | $834-40.3% |