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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,603 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,562 |
PINION, LLC3 years Service code 13 · EIN 48-0567703 | Contract Administrator | $10,284 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,027 | $55,371+84.3% | $95,585+6.7% | $74,304+37.3% |
| Participation rate | 83.5% | 53.8%+29.7pp | 72.1%+11.5pp | 60.3%+23.2pp |
| Annual return | 12.84% | 24.26%-11.4pp | 38.56%-25.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $2,596 | $1,437+80.6% | $2,527+2.8% | $2,241+15.8% |
| Participant deferral / active EE | $5,350 | $2,955+81.0% | $4,023+33.0% | $3,767+42.0% |
| Admin fee / account holder | $395 | $2,620-84.9% | $6,127-93.6% | $2,969-86.7% |