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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,344 |
INFINEX INVESTMENTS INC3 years Service code 49 · EIN 06-1367288 | Other Services | $54,640 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,075 | $52,293-48.2% | $178,490-84.8% | $73,409-63.1% |
| Participation rate | 73.8% | 65.3%+8.4pp | 81.9%-8.2pp | 72.2%+1.6pp |
| Annual return | 14.09% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $569 | $1,735-67.2% | $5,011-88.6% | $2,234-74.5% |
| Participant deferral / active EE | $1,498 | $2,332-35.8% | $5,202-71.2% | $3,805-60.6% |
| Admin fee / account holder | $227 | $127+78.4% | $13,984-98.4% | $158+43.9% |