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 |
|---|---|---|
EVERENCE TRUST COMPANY5 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $26,092 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,793 | $50,982-6.3% | $154,803-69.1% | $85,563-44.1% |
| Participation rate | 63.6% | 59.8%+3.8pp | 78.1%-14.5pp | 66.0%-2.4pp |
| Annual return | 24.18% | 30.35%-6.2pp | 58.88%-34.7pp | 31.51%-7.3pp |
| Employer contribution / active EE | $1,538 | $1,708-10.0% | $4,305-64.3% | $2,654-42.0% |
| Participant deferral / active EE | $3,308 | $2,474+33.7% | $5,540-40.3% | $4,375-24.4% |
| Admin fee / account holder | $151 | $846-82.1% | $14,329-98.9% | $834-81.8% |