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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,901 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,484 |
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 | $84,154 | $88,083-4.5% | $164,813-48.9% | $74,495+13.0% |
| Participation rate | 90.9% | 73.0%+17.9pp | 78.6%+12.3pp | 67.2%+23.7pp |
| Annual return | 11.91% | 17.26%-5.4pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,326 | $2,593-10.3% | $4,341-46.4% | $2,623-11.3% |
| Participant deferral / active EE | $4,584 | $4,498+1.9% | $6,031-24.0% | $4,346+5.5% |
| Admin fee / account holder | $422 | $2,234-81.1% | $12,690-96.7% | $1,942-78.3% |