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 9-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 | $63,551 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $45,623 |
ORENDA RETIREMENT, LLC6 years Service code 13 · EIN 36-4877979 | Contract Administrator | $22,701 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,599 | $58,778-66.7% | $129,207-84.8% | $77,643-74.8% |
| Participation rate | 83.1% | 59.2%+23.9pp | 69.6%+13.5pp | 70.6%+12.6pp |
| Annual return | 17.96% | 24.73%-6.8pp | 9417.33%-9399.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $1,567 | $1,952-19.7% | $4,153-62.3% | $2,726-42.5% |
| Participant deferral / active EE | $2,796 | $3,212-13.0% | $4,168-32.9% | $4,647-39.8% |
| Admin fee / account holder | $121 | $589-79.5% | $7,715-98.4% | $430-72.0% |