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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,891 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
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 | $37,295 | $72,254-48.4% | $86,677-57.0% | $64,808-42.5% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.6%-11.6pp | 71.5%-6.5pp |
| Annual return | -16.79% | 392.42%-409.2pp | 35.91%-52.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $930 | $2,393-61.1% | $2,836-67.2% | $2,506-62.9% |
| Participant deferral / active EE | $2,860 | $4,658-38.6% | $4,656-38.6% | $4,310-33.7% |
| Admin fee / account holder | $239 | $174+37.6% | $7,493-96.8% | $188+27.4% |