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 6-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 | $43,513 |
401(K) ADVISORS INC5+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,887 | $40,385-33.4% | $80,569-66.6% | $74,419-63.9% |
| Participation rate | 34.8% | 47.4%-12.6pp | 67.0%-32.2pp | 70.7%-35.9pp |
| Annual return | 27.05% | 164.85%-137.8pp | 935.43%-908.4pp | 34.38%-7.3pp |
| Employer contribution / active EE | $721 | $1,496-51.8% | $2,723-73.5% | $2,637-72.6% |
| Participant deferral / active EE | $1,190 | $2,674-55.5% | $4,447-73.2% | $4,528-73.7% |
| Admin fee / account holder | $197 | $720-72.6% | $5,377-96.3% | $348-43.4% |