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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,706 |
PRECEPT ADVISORY GROUP1+ years Service code 27 · EIN 95-3594541 | Advisory (Plan) | $24,889 |
MCGRIFF INSURANCE SERVICES1+ years Filed as: MCGRIFF-CLIENT PAYMENTS Service code 27 · EIN 56-1623293 | Advisory (Plan) | $19,183 |
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 | $81,357 | $59,263+37.3% | $96,562-15.7% | $79,386+2.5% |
| Participation rate | 63.9% | 61.9%+2.0pp | 69.8%-5.9pp | 70.7%-6.8pp |
| Annual return | 14.92% | 27.07%-12.2pp | 37.78%-22.9pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,692 | $1,216+39.2% | $2,356-28.2% | $2,427-30.3% |
| Participant deferral / active EE | $5,733 | $2,948+94.5% | $3,849+48.9% | $4,046+41.7% |
| Admin fee / account holder | $347 | $658-47.3% | $6,181-94.4% | $626-44.6% |