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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,444 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,885 |
GENOVESE BURFORD & BROTHERS2 years Service code 27 · EIN 68-0207610 | Advisory (Plan) | $22,843 |
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 | $139,595 | $104,475+33.6% | $159,436-12.4% | $79,386+75.8% |
| Participation rate | 97.8% | 76.6%+21.2pp | 82.8%+15.0pp | 70.7%+27.1pp |
| Annual return | 17.93% | 67.95%-50.0pp | 263.57%-245.6pp | 116.85%-98.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $11,359 | $6,467+75.6% | $7,352+54.5% | $4,046+180.8% |
| Admin fee / account holder | $174 | $711-75.5% | $10,799-98.4% | $626-72.2% |