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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,171 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,071 |
WORKPLACE BENEFITS, INC.10+ years Service code 49 · EIN 22-3719429 | Other Services | $15,641 |
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.)
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 | $94,376 | $60,323+56.4% | $81,812+15.4% | $74,495+26.7% |
| Participation rate | 65.5% | 62.9%+2.6pp | 72.3%-6.8pp | 67.2%-1.7pp |
| Annual return | 14.96% | 16.90%-1.9pp | 773.79%-758.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,100 | $2,620-58.0% | $2,912-62.2% | $2,623-58.1% |
| Participant deferral / active EE | $4,665 | $3,387+37.7% | $4,319+8.0% | $4,346+7.4% |
| Admin fee / account holder | $467 | $1,486-68.6% | $7,386-93.7% | $1,942-75.9% |