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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,123 |
401(K) ADVISORS INC9 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $53,266 |
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 | $84,395 | $88,581-4.7% | $145,661-42.1% | $74,304+13.6% |
| Participation rate | 72.8% | 64.9%+7.8pp | 77.2%-4.5pp | 60.3%+12.4pp |
| Annual return | 15.58% | 34.30%-18.7pp | 101.46%-85.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,448 | $2,612-44.6% | $4,238-65.8% | $2,241-35.4% |
| Participant deferral / active EE | $5,627 | $4,151+35.5% | $7,198-21.8% | $3,767+49.4% |
| Admin fee / account holder | $485 | $2,953-83.6% | $12,466-96.1% | $2,969-83.7% |