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 | $36,767 |
VISIONPOINT ADVISORY GROUP8 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $11,651 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,598 | $71,370+0.3% | $198,754-64.0% | $71,370+0.3% |
| Participation rate | 81.0% | 55.1%+25.8pp | 81.4%-0.5pp | 55.1%+25.8pp |
| Annual return | 13.51% | 15.87%-2.4pp | 4947.04%-4933.5pp | 15.87%-2.4pp |
| Employer contribution / active EE | $733 | $1,874-60.9% | $4,008-81.7% | $1,874-60.9% |
| Participant deferral / active EE | $2,721 | $2,656+2.5% | $4,138-34.2% | $2,656+2.5% |
| Admin fee / account holder | $357 | $6,050-94.1% | $12,082-97.0% | $6,050-94.1% |