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 | $37,519 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,009 | $45,959+93.7% | $91,220-2.4% | $77,904+14.3% |
| Participation rate | 60.5% | 66.3%-5.8pp | 73.2%-12.7pp | 73.7%-13.2pp |
| Annual return | -17.05% | -5.32%-11.7pp | 114.01%-131.1pp | 12.21%-29.3pp |
| Employer contribution / active EE | $1,082 | $1,451-25.4% | $2,850-62.0% | $2,848-62.0% |
| Participant deferral / active EE | $3,734 | $3,283+13.8% | $4,234-11.8% | $4,806-22.3% |
| Admin fee / account holder | $44 | $99-55.5% | $5,420-99.2% | $133-66.8% |