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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,116 |
GUARDIAN WEALTH MANAGEMENT, INC7+ years Service code 27 · EIN 37-1388388 | Advisory (Plan) | $64,226 |
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 | $102,435 | $50,956+101.0% | $96,562+6.1% | $86,799+18.0% |
| Participation rate | 77.8% | 65.2%+12.6pp | 69.8%+8.0pp | 72.3%+5.5pp |
| Annual return | 13.72% | 21.27%-7.6pp | 37.78%-24.1pp | 97.91%-84.2pp |
| Employer contribution / active EE | $611 | $1,111-45.0% | $2,356-74.1% | $2,405-74.6% |
| Participant deferral / active EE | $4,862 | $2,954+64.6% | $3,849+26.3% | $4,131+17.7% |
| Admin fee / account holder | $512 | $166+208.6% | $6,181-91.7% | $170+202.1% |