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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $432,975 |
GREATBANC TRUST COMPANY2+ years Service code 21 · EIN 75-6769709 | Bank Trustee | $23,148 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $17,568 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $585 | $47,202-98.8% | $93,606-99.4% | $99,062-99.4% |
| Participation rate | 92.3% | 57.3%+35.0pp | 68.7%+23.5pp | 71.6%+20.7pp |
| Annual return | -14.37% | 13.08%-27.5pp | 133.20%-147.6pp | 17.66%-32.0pp |
| Employer contribution / active EE | $235 | $1,134-79.3% | $2,420-90.3% | $3,262-92.8% |
| Participant deferral / active EE | $0 | $2,296-100.0% | $4,411-100.0% | $5,331-100.0% |
| Admin fee / account holder | $57 | $86-34.0% | $8,285-99.3% | $109-48.0% |