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 | $66,979 |
SANCTUARY ADVISORS, LLC2 years Service code 27 · EIN 47-3162022 | Advisory (Plan) | $23,423 |
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 | $44,011 | $62,327-29.4% | $120,354-63.4% | $74,495-40.9% |
| Participation rate | 97.6% | 56.8%+40.9pp | 71.9%+25.7pp | 67.2%+30.4pp |
| Annual return | 13.07% | 18.61%-5.5pp | 107.15%-94.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,512 | $1,843+36.3% | $3,463-27.5% | $2,623-4.2% |
| Participant deferral / active EE | $3,605 | $2,893+24.6% | $4,991-27.8% | $4,346-17.0% |
| Admin fee / account holder | $307 | $2,396-87.2% | $9,423-96.7% | $1,942-84.2% |