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 9-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 | $75,565 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $28,437 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $126,472 | $65,557+92.9% | $64,056+97.4% | $71,457+77.0% |
| Participation rate | 96.5% | 73.2%+23.3pp | 72.3%+24.2pp | 67.9%+28.6pp |
| Annual return | 13.01% | 18.94%-5.9pp | 33.69%-20.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,618 | $2,669-39.4% | $2,747-41.1% | $2,588-37.5% |
| Participant deferral / active EE | $9,487 | $3,626+161.7% | $3,880+144.5% | $4,289+121.2% |
| Admin fee / account holder | $330 | $616-46.4% | $3,068-89.2% | $1,587-79.2% |