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 | $134,439 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $58,864 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 · EIN 43-1829594 | Contract Administrator | $10,032 |
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 | $98,763 | $89,248+10.7% | $136,007-27.4% | $74,495+32.6% |
| Participation rate | 80.1% | 69.4%+10.7pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 11.51% | 22.76%-11.2pp | 579.32%-567.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,064 | $2,838+8.0% | $4,217-27.3% | $2,623+16.8% |
| Participant deferral / active EE | $3,666 | $4,598-20.3% | $7,025-47.8% | $4,346-15.6% |
| Admin fee / account holder | $803 | $1,545-48.0% | $6,858-88.3% | $1,942-58.7% |