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 | $70,944 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $32,662 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $102,905 | $100,923+2.0% | $150,045-31.4% | $74,304+38.5% |
| Participation rate | 75.5% | 70.1%+5.4pp | 82.3%-6.8pp | 60.3%+15.1pp |
| Annual return | 16.60% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,999 | $3,463-13.4% | $4,693-36.1% | $2,241+33.8% |
| Participant deferral / active EE | $6,991 | $6,709+4.2% | $7,997-12.6% | $3,767+85.6% |
| Admin fee / account holder | $401 | $2,767-85.5% | $13,435-97.0% | $2,969-86.5% |