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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,034 |
RIZER GROUP LLC2 years Service code 49 · EIN 34-1904450 | Other Services | $4,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,077 | $52,279-73.1% | $89,391-84.3% | $79,858-82.4% |
| Participation rate | 62.9% | 57.5%+5.3pp | 68.0%-5.1pp | 69.6%-6.7pp |
| Annual return | 12.78% | 22.16%-9.4pp | 245.62%-232.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $492 | $1,572-68.7% | $2,586-81.0% | $2,471-80.1% |
| Participant deferral / active EE | $1,326 | $2,740-51.6% | $3,890-65.9% | $3,740-64.5% |
| Admin fee / account holder | $93 | $3,356-97.2% | $4,881-98.1% | $5,306-98.3% |