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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,601 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $23,015 |
Service code 49 · EIN 41-0973005 | Other Services | $19,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,606 | $96,018-47.3% | $65,493-22.7% | $85,563-40.9% |
| Participation rate | 53.7% | 74.8%-21.1pp | 73.1%-19.4pp | 66.0%-12.3pp |
| Annual return | 14.89% | 14.51%+0.4pp | 982.45%-967.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,068 | $3,235-67.0% | $2,574-58.5% | $2,654-59.7% |
| Participant deferral / active EE | $2,244 | $4,055-44.7% | $3,961-43.4% | $4,375-48.7% |
| Admin fee / account holder | $338 | $271+25.0% | $5,028-93.3% | $834-59.5% |