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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,625 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,732 |
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 | $140,863 | $101,317+39.0% | $146,958-4.1% | $74,495+89.1% |
| Participation rate | 97.1% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 24.18% | 8730.91%-8706.7pp | 418.34%-394.2pp | 1364.94%-1340.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,495 | $7,303+30.0% | $8,070+17.7% | $4,346+118.5% |
| Admin fee / account holder | $433 | $1,739-75.1% | $12,998-96.7% | $1,942-77.7% |