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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,754 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $45,929 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $85,008 | $69,848+21.7% | $115,756-26.6% | $66,914+27.0% |
| Participation rate | 99.0% | 70.6%+28.4pp | 77.1%+21.9pp | 69.8%+29.2pp |
| Annual return | -17.68% | 969.66%-987.3pp | 143.14%-160.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $875 | $2,613-66.5% | $3,793-76.9% | $2,544-65.6% |
| Participant deferral / active EE | $8,143 | $4,274+90.5% | $6,254+30.2% | $4,237+92.2% |
| Admin fee / account holder | $307 | $337-9.0% | $8,124-96.2% | $593-48.3% |