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 7-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,123 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $45,968 |
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 | $30,750 | $53,136-42.1% | $155,509-80.2% | $199,593-84.6% |
| Participation rate | 39.6% | 64.1%-24.5pp | 78.2%-38.6pp | 72.0%-32.4pp |
| Annual return | 15.99% | 41.15%-25.2pp | 64.67%-48.7pp | 34.25%-18.3pp |
| Employer contribution / active EE | $281 | $1,851-84.8% | $4,672-94.0% | $3,034-90.7% |
| Participant deferral / active EE | $1,699 | $3,161-46.2% | $5,626-69.8% | $5,087-66.6% |
| Admin fee / account holder | $118 | $185-36.4% | $15,912-99.3% | $269-56.2% |