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 | $54,221 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 | Advisory (Plan) | $25,587 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,575 | $50,815-51.6% | $155,509-84.2% | $77,643-68.3% |
| Participation rate | 70.0% | 63.1%+6.9pp | 78.2%-8.2pp | 70.6%-0.6pp |
| Annual return | 12.51% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,298 | $1,993-34.9% | $4,672-72.2% | $2,726-52.4% |
| Participant deferral / active EE | $1,865 | $2,822-33.9% | $5,626-66.9% | $4,647-59.9% |
| Admin fee / account holder | $199 | $437-54.4% | $15,912-98.7% | $430-53.8% |