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 |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $58,549 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,261 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $73,966 | $88,890-16.8% | $102,423-27.8% | $77,643-4.7% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 14.00% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,262 | $2,698-53.2% | $3,023-58.3% | $2,726-53.7% |
| Participant deferral / active EE | $3,375 | $5,145-34.4% | $5,053-33.2% | $4,647-27.4% |
| Admin fee / account holder | $62 | $235-73.6% | $9,451-99.3% | $430-85.6% |