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.
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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 | $46,391 |
S B H U LIFE AGENCY INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $26,595 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,047 | $55,415-18.7% | $155,509-71.0% | $74,495-39.5% |
| Participation rate | 53.6% | 61.9%-8.3pp | 78.2%-24.6pp | 67.2%-13.6pp |
| Annual return | 11.24% | 268.50%-257.3pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,280 | $2,267-43.5% | $4,672-72.6% | $2,623-51.2% |
| Participant deferral / active EE | $2,935 | $2,836+3.5% | $5,626-47.8% | $4,346-32.5% |
| Admin fee / account holder | $346 | $1,738-80.1% | $15,912-97.8% | $1,942-82.2% |