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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,790 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $13,784 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,808 | $73,360-40.3% | $177,989-75.4% | $74,495-41.2% |
| Participation rate | 95.9% | 66.6%+29.3pp | 77.1%+18.9pp | 67.2%+28.7pp |
| Annual return | 13.23% | 17.49%-4.3pp | 294.48%-281.3pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,726 | $2,216+23.0% | $3,949-31.0% | $2,623+3.9% |
| Participant deferral / active EE | $5,555 | $4,513+23.1% | $6,276-11.5% | $4,346+27.8% |
| Admin fee / account holder | $320 | $1,808-82.3% | $10,363-96.9% | $1,942-83.5% |