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 | $40,005 |
DA DAVIDSON & CO3 years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 | Advisory (Plan) | $32,490 |
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 | $80,485 | $55,415+45.2% | $155,509-48.2% | $74,495+8.0% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.1pp | 67.2%+5.8pp |
| Annual return | 11.40% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $772 | $2,267-66.0% | $4,672-83.5% | $2,623-70.6% |
| Participant deferral / active EE | $3,468 | $2,836+22.3% | $5,626-38.4% | $4,346-20.2% |
| Admin fee / account holder | $342 | $1,738-80.3% | $15,912-97.9% | $1,942-82.4% |