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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.
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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 | $59,924 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,493 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $12,495 |
CROWE LLP7 years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $10,848 |
COMSTOCK ADVISORS10+ years Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Direct ... | $10,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,749 | $101,317+78.4% | $146,958+23.0% | $74,495+142.6% |
| Participation rate | 20.0% | 75.5%-55.5pp | 82.2%-62.2pp | 67.2%-47.2pp |
| Annual return | 12.81% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $10,922 | $3,810+186.6% | $4,933+121.4% | $2,623+316.4% |
| Participant deferral / active EE | $7,734 | $7,303+5.9% | $8,070-4.2% | $4,346+78.0% |
| Admin fee / account holder | $485 | $1,739-72.1% | $12,998-96.3% | $1,942-75.0% |