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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,113 |
LPL FINANCIAL8 years Filed as: NEXT FINANCIAL GROUP INC Service code 49 · EIN 54-1900002 | Other Services | $22,789 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $32,477 | $88,890-63.5% | $102,423-68.3% | $77,643-58.2% |
| Participation rate | 71.1% | 80.9%-9.8pp | 76.5%-5.4pp | 70.6%+0.6pp |
| Annual return | 16.19% | 24.98%-8.8pp | 29.32%-13.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,449 | $2,698-9.2% | $3,023-19.0% | $2,726-10.1% |
| Participant deferral / active EE | $4,519 | $5,145-12.2% | $5,053-10.6% | $4,647-2.8% |
| Admin fee / account holder | $273 | $235+16.1% | $9,451-97.1% | $430-36.5% |