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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,211 |
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $31,088 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $17,720 |
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE INVESTMENT ADVSIORS Service code 27 · EIN 43-1451524 | 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 | $85,871 | $48,750+76.1% | $88,946-3.5% | $74,304+15.6% |
| Participation rate | 86.8% | 44.5%+42.4pp | 68.8%+18.0pp | 60.3%+26.5pp |
| Annual return | 15.19% | 25.91%-10.7pp | 57.82%-42.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,943 | $1,255+134.5% | $2,555+15.2% | $2,241+31.3% |
| Participant deferral / active EE | $4,739 | $2,423+95.6% | $4,581+3.4% | $3,767+25.8% |
| Admin fee / account holder | $434 | $3,756-88.4% | $8,261-94.7% | $2,969-85.4% |