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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,946 |
OSAIC WEALTH INC2 years Filed as: OSAIC INSTITUTIONS, INC. Service code 49 · EIN 06-1367288 | Other Services | $30,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,896 | $96,484+77.1% | $156,263+9.4% | $74,304+130.0% |
| Participation rate | 97.6% | 67.7%+29.9pp | 78.9%+18.7pp | 60.3%+37.2pp |
| Annual return | 15.18% | 17.73%-2.6pp | 59.47%-44.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,135 | $2,528-15.5% | $4,333-50.7% | $2,241-4.7% |
| Participant deferral / active EE | $7,630 | $4,286+78.0% | $6,158+23.9% | $3,767+102.5% |
| Admin fee / account holder | $402 | $3,728-89.2% | $14,255-97.2% | $2,969-86.4% |