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 5-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) | $33,743 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,725 | $91,372+12.4% | $129,995-21.0% | $74,419+38.0% |
| Participation rate | 44.4% | 77.8%-33.4pp | 78.5%-34.1pp | 70.7%-26.4pp |
| Annual return | 53.38% | 23.21%+30.2pp | -137.18%+190.6pp | 34.38%+19.0pp |
| Employer contribution / active EE | $1,331 | $2,563-48.1% | $4,320-69.2% | $2,637-49.5% |
| Participant deferral / active EE | $4,073 | $4,721-13.7% | $5,820-30.0% | $4,528-10.1% |
| Admin fee / account holder | $93 | $283-67.1% | $10,614-99.1% | $348-73.2% |