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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,749 |
SIGNATURE ESTATE SECURITIES, LLC1+ years Service code 49 · EIN 59-2730348 | Other Services | $11,583 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,757 | $106,028-50.2% | $146,958-64.1% | $77,643-32.1% |
| Participation rate | 79.2% | 78.4%+0.8pp | 82.2%-3.0pp | 70.6%+8.6pp |
| Annual return | 0.00% | 56.73%-56.7pp | 418.34%-418.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $4,405 | $4,063+8.4% | $4,933-10.7% | $2,726+61.6% |
| Participant deferral / active EE | $10,568 | $7,990+32.3% | $8,070+31.0% | $4,647+127.4% |
| Admin fee / account holder | $153 | $337-54.5% | $12,998-98.8% | $430-64.3% |