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 17 · EIN 13-5674085 | Pension Consulting | $39,352 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,534 |
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 | $41,946 | $59,263-29.2% | $96,562-56.6% | $79,386-47.2% |
| Participation rate | 96.0% | 61.9%+34.1pp | 69.8%+26.2pp | 70.7%+25.3pp |
| Annual return | 18.84% | 27.07%-8.2pp | 37.78%-18.9pp | 116.85%-98.0pp |
| Employer contribution / active EE | $772 | $1,216-36.5% | $2,356-67.2% | $2,427-68.2% |
| Participant deferral / active EE | $4,736 | $2,948+60.7% | $3,849+23.1% | $4,046+17.1% |
| Admin fee / account holder | $299 | $658-54.5% | $6,181-95.2% | $626-52.2% |