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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,232 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,971 |
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 | $166,389 | $76,912+116.3% | $129,110+28.9% | $68,494+142.9% |
| Participation rate | 96.1% | 69.1%+26.9pp | 77.3%+18.8pp | 67.9%+28.2pp |
| Annual return | -15.96% | -9.78%-6.2pp | -10.94%-5.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,835 | $3,243+49.1% | $5,052-4.3% | $2,596+86.2% |
| Participant deferral / active EE | $7,831 | $4,732+65.5% | $6,542+19.7% | $4,027+94.4% |
| Admin fee / account holder | $539 | $6,638-91.9% | $14,302-96.2% | $5,403-90.0% |