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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,185 |
401(K) ADVISORS INC6+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,797 |
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 | $24,515 | $45,031-45.6% | $84,966-71.1% | $77,643-68.4% |
| Participation rate | 29.7% | 48.7%-19.0pp | 67.5%-37.8pp | 70.6%-40.9pp |
| Annual return | 16.61% | 79.22%-62.6pp | 66.38%-49.8pp | 31.24%-14.6pp |
| Employer contribution / active EE | $548 | $1,609-66.0% | $2,727-79.9% | $2,726-79.9% |
| Participant deferral / active EE | $968 | $2,807-65.5% | $4,519-78.6% | $4,647-79.2% |
| Admin fee / account holder | $179 | $912-80.3% | $6,149-97.1% | $430-58.3% |