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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,974 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $74,805 |
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 | $153,403 | $111,608+37.4% | $177,821-13.7% | $73,409+109.0% |
| Participation rate | 92.5% | 87.9%+4.6pp | 87.7%+4.7pp | 72.2%+20.3pp |
| Annual return | 13.30% | 18.23%-4.9pp | 48.32%-35.0pp | 59.29%-46.0pp |
| Employer contribution / active EE | $5,269 | $3,796+38.8% | $5,918-11.0% | $2,234+135.9% |
| Participant deferral / active EE | $8,721 | $6,199+40.7% | $7,714+13.1% | $3,805+129.2% |
| Admin fee / account holder | $350 | $166+111.7% | $12,427-97.2% | $158+122.0% |