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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,063 |
BENEFIT FIDUCIARY GROUP LLC6 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $14,630 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,673 | $49,915-28.5% | $154,803-77.0% | $74,304-52.0% |
| Participation rate | 70.4% | 54.0%+16.4pp | 78.1%-7.7pp | 60.3%+10.0pp |
| Annual return | 11.94% | 34.06%-22.1pp | 58.88%-46.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $729 | $1,611-54.7% | $4,305-83.1% | $2,241-67.5% |
| Participant deferral / active EE | $1,242 | $2,255-44.9% | $5,540-77.6% | $3,767-67.0% |
| Admin fee / account holder | $222 | $2,189-89.9% | $14,329-98.5% | $2,969-92.5% |