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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,807 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,465 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,673 | $86,929-12.9% | $102,423-26.1% | $80,856-6.4% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.9pp |
| Annual return | 14.68% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,479 | $2,369-37.6% | $3,023-51.1% | $2,755-46.3% |
| Participant deferral / active EE | $6,239 | $4,118+51.5% | $5,053+23.5% | $4,296+45.2% |
| Admin fee / account holder | $422 | $8,049-94.8% | $9,451-95.5% | $6,918-93.9% |