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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,254 |
USI CONSULTING GROUP3 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,682 | $27,641+123.2% | $61,373+0.5% | $68,494-9.9% |
| Participation rate | 48.9% | 39.5%+9.4pp | 52.6%-3.7pp | 67.9%-19.0pp |
| Annual return | -16.73% | -13.24%-3.5pp | 338.61%-355.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,608 | $695+131.1% | $1,159+38.7% | $2,596-38.1% |
| Participant deferral / active EE | $3,684 | $1,263+191.6% | $2,125+73.4% | $4,027-8.5% |
| Admin fee / account holder | $27 | $2,010-98.6% | $2,130-98.7% | $5,403-99.5% |