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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,184 |
INDEPENDENT FINANCIAL3+ years Service code 27 · EIN 83-0951655 | Advisory (Plan) | $34,852 |
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 | $152,656 | $92,055+65.8% | $106,213+43.7% | $77,643+96.6% |
| Participation rate | 99.3% | 81.0%+18.3pp | 75.3%+24.1pp | 70.6%+28.8pp |
| Annual return | 12.97% | 17.91%-4.9pp | 116.14%-103.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $7,698 | $3,367+128.6% | $3,171+142.7% | $2,726+182.4% |
| Participant deferral / active EE | $10,494 | $5,386+94.8% | $5,016+109.2% | $4,647+125.8% |
| Admin fee / account holder | $154 | $219-29.7% | $11,033-98.6% | $430-64.2% |