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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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $32,220 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,297 | $89,436-34.8% | $164,813-64.6% | $77,643-24.9% |
| Participation rate | 41.0% | 78.6%-37.6pp | 78.6%-37.6pp | 70.6%-29.6pp |
| Annual return | 13.50% | 28.83%-15.3pp | 69.93%-56.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,085 | $2,569-57.8% | $4,341-75.0% | $2,726-60.2% |
| Participant deferral / active EE | $2,169 | $4,897-55.7% | $6,031-64.0% | $4,647-53.3% |
| Admin fee / account holder | $490 | $339+44.3% | $12,690-96.1% | $430+13.8% |