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 4-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,278 |
PRIVATE ADVISOR GROUP LLC2 years Service code 26 · EIN 27-3463733 | Advisory (Participants) | $7,874 |
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 | $187,198 | $106,028+76.6% | $146,958+27.4% | $77,643+141.1% |
| Participation rate | 80.0% | 78.4%+1.6pp | 82.2%-2.2pp | 70.6%+9.4pp |
| Annual return | 33.04% | 56.73%-23.7pp | 418.34%-385.3pp | 31.24%+1.8pp |
| Employer contribution / active EE | $2,487 | $4,063-38.8% | $4,933-49.6% | $2,726-8.8% |
| Participant deferral / active EE | $8,406 | $7,990+5.2% | $8,070+4.2% | $4,647+80.9% |
| Admin fee / account holder | $201 | $337-40.5% | $12,998-98.5% | $430-53.4% |