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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,599 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 | Other Services | $1,353 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,008 | $49,138-26.7% | $84,015-57.1% | $65,185-44.8% |
| Participation rate | 69.6% | 60.7%+8.8pp | 69.0%+0.6pp | 70.2%-0.6pp |
| Annual return | 23.04% | 23.00%0pp | 71.31%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,205 | $914+31.9% | $1,983-39.2% | $2,177-44.6% |
| Participant deferral / active EE | $3,317 | $2,397+38.4% | $3,239+2.4% | $3,514-5.6% |
| Admin fee / account holder | $35 | $543-93.5% | $6,101-99.4% | $847-95.9% |