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 | $44,174 |
PROSPERA FINANCIAL SERVICES6 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $36,889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $237,146 | $84,556+180.5% | $116,228+104.0% | $74,304+219.2% |
| Participation rate | 95.6% | 66.0%+29.6pp | 74.6%+21.1pp | 60.3%+35.3pp |
| Annual return | 15.15% | 18.35%-3.2pp | 90.06%-74.9pp | 29.43%-14.3pp |
| Employer contribution / active EE | $9,720 | $2,168+348.4% | $2,994+224.6% | $2,241+333.7% |
| Participant deferral / active EE | $9,754 | $3,814+155.7% | $4,953+96.9% | $3,767+158.9% |
| Admin fee / account holder | $392 | $3,792-89.7% | $11,989-96.7% | $2,969-86.8% |