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 6-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,129 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,464 |
THE RETIREMENT ADVANTAGE INC4 years Service code 13 · EIN 39-1816008 | Contract Administrator | $7,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,183 | $60,323+23.0% | $81,812-9.3% | $74,495-0.4% |
| Participation rate | 96.4% | 62.9%+33.5pp | 72.3%+24.0pp | 67.2%+29.2pp |
| Annual return | 15.06% | 16.90%-1.8pp | 773.79%-758.7pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,288 | $2,620-12.7% | $2,912-21.4% | $2,623-12.8% |
| Participant deferral / active EE | $5,973 | $3,387+76.3% | $4,319+38.3% | $4,346+37.4% |
| Admin fee / account holder | $327 | $1,486-78.0% | $7,386-95.6% | $1,942-83.2% |