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 | $346,930 |
Filed as: FOCUS HOLDINGS UNSA INC Service code 27 · EIN 47-1258840 | Advisory (Plan) | $165,119 |
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 | $48,381 | $52,660-8.1% | $86,612-44.1% | $80,160-39.6% |
| Participation rate | 91.6% | 62.4%+29.2pp | 71.7%+19.9pp | 72.9%+18.7pp |
| Annual return | 19.54% | 24.87%-5.3pp | 591.07%-571.5pp | 40.38%-20.8pp |
| Employer contribution / active EE | $682 | $2,140-68.1% | $3,022-77.4% | $2,978-77.1% |
| Participant deferral / active EE | $5,134 | $3,215+59.7% | $4,438+15.7% | $5,017+2.3% |
| Admin fee / account holder | $109 | $113-3.7% | $5,614-98.1% | $145-25.1% |