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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,081 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Service code 27 · EIN 27-4250417 | Advisory (Plan) | $57,842 |
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 | $23,952 | $47,722-49.8% | $82,719-71.0% | $64,808-63.0% |
| Participation rate | 69.3% | 67.6%+1.7pp | 72.6%-3.2pp | 71.5%-2.1pp |
| Annual return | -9.33% | -13.05%+3.7pp | 701.18%-710.5pp | 32.82%-42.2pp |
| Employer contribution / active EE | $961 | $2,179-55.9% | $3,009-68.0% | $2,506-61.6% |
| Participant deferral / active EE | $1,916 | $3,329-42.5% | $4,395-56.4% | $4,310-55.6% |
| Admin fee / account holder | $83 | $143-42.1% | $5,329-98.4% | $188-55.9% |