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 | $89,006 |
GENERAL GRIND AND MACHIN1 year Service code 10 · EIN 36-3049009 | Accounting | $16,996 |
MWA FINANCIAL SERVICES INC9 years Service code 49 · EIN 36-4420471 | Other Services | $13,110 |
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 | $109,305 | $88,890+23.0% | $102,423+6.7% | $77,643+40.8% |
| Participation rate | 97.8% | 80.9%+16.8pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 13.29% | 24.98%-11.7pp | 29.32%-16.0pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,727 | $2,698-36.0% | $3,023-42.9% | $2,726-36.6% |
| Participant deferral / active EE | $5,137 | $5,145-0.2% | $5,053+1.7% | $4,647+10.5% |
| Admin fee / account holder | $352 | $235+49.6% | $9,451-96.3% | $430-18.2% |