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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,680 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT,INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $72,797 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $8,360 |
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 | $134,107 | $95,274+40.8% | $135,903-1.3% | $74,419+80.2% |
| Participation rate | 97.5% | 78.2%+19.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 22.03% | 32.77%-10.7pp | 68.23%-46.2pp | 34.38%-12.4pp |
| Employer contribution / active EE | $2,156 | $3,874-44.3% | $4,856-55.6% | $2,637-18.2% |
| Participant deferral / active EE | $9,455 | $7,782+21.5% | $7,758+21.9% | $4,528+108.8% |
| Admin fee / account holder | $260 | $266-2.4% | $10,762-97.6% | $348-25.3% |