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 |
|---|---|---|
Service code 49 · EIN 93-0987232 | Other Services | $19,821 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,666 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,501 | $52,293+86.5% | $178,490-45.4% | $73,409+32.8% |
| Participation rate | 77.6% | 65.3%+12.2pp | 81.9%-4.4pp | 72.2%+5.4pp |
| Annual return | 31.41% | 34.75%-3.3pp | 151.07%-119.7pp | 59.29%-27.9pp |
| Employer contribution / active EE | $5,626 | $1,735+224.2% | $5,011+12.3% | $2,234+151.9% |
| Participant deferral / active EE | $12,936 | $2,332+454.7% | $5,202+148.7% | $3,805+239.9% |
| Admin fee / account holder | $8 | $127-93.8% | $13,984-99.9% | $158-95.0% |