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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,860 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $228,359 | $132,049+72.9% | $200,582+13.8% | $74,304+207.3% |
| Participation rate | 97.9% | 84.1%+13.8pp | 86.9%+11.0pp | 60.3%+37.5pp |
| Annual return | 15.72% | 22.22%-6.5pp | 42.33%-26.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,471 | $4,558-67.7% | $6,419-77.1% | $2,241-34.4% |
| Participant deferral / active EE | $10,022 | $7,213+38.9% | $9,331+7.4% | $3,767+166.0% |
| Admin fee / account holder | $38 | $2,405-98.4% | $16,305-99.8% | $2,969-98.7% |