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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $169,176 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,858 |
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 | $54,206 | $102,389-47.1% | $100,516-46.1% | $90,288-40.0% |
| Participation rate | 99.8% | 84.0%+15.7pp | 79.4%+20.4pp | 73.4%+26.4pp |
| Annual return | 26.48% | 22.50%+4.0pp | 30.89%-4.4pp | 53.97%-27.5pp |
| Employer contribution / active EE | $3,622 | $3,056+18.5% | $3,418+6.0% | $2,524+43.5% |
| Participant deferral / active EE | $7,823 | $7,514+4.1% | $6,270+24.8% | $4,232+84.8% |
| Admin fee / account holder | $137 | $83+64.0% | $8,081-98.3% | $114+19.7% |