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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,569 |
CLIENT ONE SECURITIES LLC4 years Filed as: CLIENT ONE SECURITIES, LLC Service code 27 · EIN 27-1408998 | Advisory (Plan) | $12,321 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,926 | $78,485-55.5% | $106,213-67.1% | $74,495-53.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 75.3%-0.3pp | 67.2%+7.8pp |
| Annual return | 14.15% | 15.95%-1.8pp | 116.14%-102.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $860 | $2,523-65.9% | $3,171-72.9% | $2,623-67.2% |
| Participant deferral / active EE | $1,796 | $4,322-58.4% | $5,016-64.2% | $4,346-58.7% |
| Admin fee / account holder | $186 | $2,232-91.7% | $11,033-98.3% | $1,942-90.4% |