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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,428 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,628 | $132,049-63.2% | $200,582-75.8% | $74,304-34.6% |
| Participation rate | 92.7% | 84.1%+8.6pp | 86.9%+5.8pp | 60.3%+32.3pp |
| Annual return | 18.37% | 22.22%-3.8pp | 42.33%-24.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,614 | $4,558-42.7% | $6,419-59.3% | $2,241+16.6% |
| Participant deferral / active EE | $7,922 | $7,213+9.8% | $9,331-15.1% | $3,767+110.3% |
| Admin fee / account holder | $337 | $2,405-86.0% | $16,305-97.9% | $2,969-88.7% |