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 | $92,229 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,588 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $9,890 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 03-1178661 | Accounting | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,748 | $88,083-22.0% | $164,813-58.3% | $74,495-7.7% |
| Participation rate | 81.6% | 73.0%+8.6pp | 78.6%+3.0pp | 67.2%+14.4pp |
| Annual return | 12.62% | 17.26%-4.6pp | 69.93%-57.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,306 | $2,593+27.5% | $4,341-23.8% | $2,623+26.1% |
| Participant deferral / active EE | $4,747 | $4,498+5.5% | $6,031-21.3% | $4,346+9.2% |
| Admin fee / account holder | $458 | $2,234-79.5% | $12,690-96.4% | $1,942-76.4% |