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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,674 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $35,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,187 | $79,171+6.3% | $102,423-17.8% | $74,495+13.0% |
| Participation rate | 80.6% | 74.8%+5.8pp | 76.5%+4.1pp | 67.2%+13.4pp |
| Annual return | 10.11% | 54.93%-44.8pp | 29.32%-19.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,218 | $2,362-48.4% | $3,023-59.7% | $2,623-53.5% |
| Participant deferral / active EE | $4,023 | $4,415-8.9% | $5,053-20.4% | $4,346-7.4% |
| Admin fee / account holder | $356 | $2,001-82.2% | $9,451-96.2% | $1,942-81.6% |