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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,477 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $8,473 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,295 | $50,815-60.1% | $155,509-86.9% | $77,643-73.9% |
| Participation rate | 76.4% | 63.1%+13.3pp | 78.2%-1.7pp | 70.6%+5.9pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $284 | $1,993-85.7% | $4,672-93.9% | $2,726-89.6% |
| Participant deferral / active EE | $1,092 | $2,822-61.3% | $5,626-80.6% | $4,647-76.5% |
| Admin fee / account holder | $80 | $437-81.7% | $15,912-99.5% | $430-81.4% |