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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,541 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,630 |
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 | $53,543 | $71,883-25.5% | $86,677-38.2% | $68,494-21.8% |
| Participation rate | 93.6% | 72.2%+21.4pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -17.45% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,206 | $2,173-44.5% | $2,836-57.5% | $2,596-53.5% |
| Participant deferral / active EE | $5,148 | $3,779+36.2% | $4,656+10.6% | $4,027+27.8% |
| Admin fee / account holder | $308 | $6,112-95.0% | $7,493-95.9% | $5,403-94.3% |