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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,741 |
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $54,863 |
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 | $189,874 | $96,484+96.8% | $156,263+21.5% | $74,304+155.5% |
| Participation rate | 98.7% | 67.7%+31.1pp | 78.9%+19.8pp | 60.3%+38.4pp |
| Annual return | 15.48% | 17.73%-2.3pp | 59.47%-44.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $8,996 | $2,528+255.8% | $4,333+107.6% | $2,241+301.4% |
| Participant deferral / active EE | $9,946 | $4,286+132.1% | $6,158+61.5% | $3,767+164.0% |
| Admin fee / account holder | $443 | $3,728-88.1% | $14,255-96.9% | $2,969-85.1% |