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 | $33,666 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 49 · EIN 93-0987232 | Other Services | $13,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,700 | $50,982-6.4% | $154,803-69.2% | $85,563-44.3% |
| Participation rate | 32.3% | 59.8%-27.5pp | 78.1%-45.7pp | 66.0%-33.6pp |
| Annual return | 16.51% | 30.35%-13.8pp | 58.88%-42.4pp | 31.51%-15.0pp |
| Employer contribution / active EE | $266 | $1,708-84.4% | $4,305-93.8% | $2,654-90.0% |
| Participant deferral / active EE | $1,834 | $2,474-25.9% | $5,540-66.9% | $4,375-58.1% |
| Admin fee / account holder | $324 | $846-61.7% | $14,329-97.7% | $834-61.1% |