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 6-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 | $75,599 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $65,698 |
UHY LLP4 years Service code 10 · EIN 20-0694403 | Accounting | $12,386 |
ERISA SERVICES, INC.2 years Service code 13 | Contract Administrator | $10,907 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $10,285 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,443 | $119,446-43.5% | $150,045-55.1% | $85,563-21.2% |
| Participation rate | 49.8% | 75.4%-25.6pp | 82.3%-32.5pp | 66.0%-16.1pp |
| Annual return | 16.48% | 23.72%-7.2pp | 62.55%-46.1pp | 31.51%-15.0pp |
| Employer contribution / active EE | $2,332 | $4,078-42.8% | $4,693-50.3% | $2,654-12.1% |
| Participant deferral / active EE | $6,528 | $7,985-18.2% | $7,997-18.4% | $4,375+49.2% |
| Admin fee / account holder | $301 | $548-45.1% | $13,435-97.8% | $834-64.0% |