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 | $43,093 |
PSI ADVISORS LLC4 years Service code 27 · EIN 81-4230782 | Advisory (Plan) | $15,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,506 | $67,984-47.8% | $65,493-45.8% | $74,304-52.2% |
| Participation rate | 47.5% | 66.3%-18.8pp | 73.1%-25.6pp | 60.3%-12.8pp |
| Annual return | 15.27% | 19.87%-4.6pp | 982.45%-967.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $565 | $2,491-77.3% | $2,574-78.1% | $2,241-74.8% |
| Participant deferral / active EE | $1,522 | $3,346-54.5% | $3,961-61.6% | $3,767-59.6% |
| Admin fee / account holder | $285 | $1,373-79.2% | $5,028-94.3% | $2,969-90.4% |