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 7-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 15 · EIN 01-0233346 | Recordkeeping | $54,532 |
USI CONSULTING GROUP4 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,170 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $399 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,829 | $73,867-1.4% | $143,757-49.3% | $68,494+6.3% |
| Participation rate | 82.5% | 66.7%+15.8pp | 80.3%+2.2pp | 67.9%+14.6pp |
| Annual return | -14.50% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,507 | $3,184+10.2% | $4,951-29.2% | $2,596+35.1% |
| Participant deferral / active EE | $6,291 | $3,384+85.9% | $5,637+11.6% | $4,027+56.2% |
| Admin fee / account holder | $482 | $5,755-91.6% | $14,673-96.7% | $5,403-91.1% |