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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,594 |
APW CAPITAL INC2 years Service code 49 · EIN 22-3526587 | Other Services | $5,875 |
WORKPLACE BENEFITS, INC.8+ years Service code 49 · EIN 22-3719429 | Other Services | $5,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,621 | $51,197+37.9% | $82,719-14.6% | $66,914+5.5% |
| Participation rate | 72.1% | 67.8%+4.3pp | 72.6%-0.4pp | 69.8%+2.3pp |
| Annual return | -18.36% | -9.64%-8.7pp | 701.18%-719.5pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,071 | $2,611-59.0% | $3,009-64.4% | $2,544-57.9% |
| Participant deferral / active EE | $4,288 | $3,458+24.0% | $4,395-2.4% | $4,237+1.2% |
| Admin fee / account holder | $181 | $416-56.6% | $5,329-96.6% | $593-69.6% |