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 | $68,312 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,141 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,303 | $88,890-40.0% | $102,423-48.0% | $77,643-31.3% |
| Participation rate | 69.0% | 80.9%-11.9pp | 76.5%-7.5pp | 70.6%-1.5pp |
| Annual return | 12.57% | 24.98%-12.4pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,017 | $2,698-62.3% | $3,023-66.4% | $2,726-62.7% |
| Participant deferral / active EE | $3,145 | $5,145-38.9% | $5,053-37.8% | $4,647-32.3% |
| Admin fee / account holder | $221 | $235-6.1% | $9,451-97.7% | $430-48.6% |