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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,177 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $15,582 |
SOMERSET CPAS1 year Service code 10 · EIN 20-1717681 | Accounting | $12,800 |
KCOE ISOM, LLP3+ years Filed as: KCOE ISOM LLP Service code 13 · EIN 48-0567703 | Contract Administrator | $5,485 |
WILSHIRE ASSOCIATES INCORPORATED3+ years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,348 | $55,214+38.3% | $104,607-27.0% | $73,488+3.9% |
| Participation rate | 83.2% | 67.8%+15.4pp | 74.1%+9.2pp | 70.7%+12.6pp |
| Annual return | 14.81% | 24.79%-10.0pp | 340.46%-325.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,039 | $1,468+38.9% | $2,681-23.9% | $2,270-10.2% |
| Participant deferral / active EE | $4,011 | $2,925+37.2% | $3,740+7.3% | $3,740+7.3% |
| Admin fee / account holder | $355 | $424-16.3% | $6,473-94.5% | $513-30.8% |