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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,955 |
VALMARK ADVISERS INC10+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $38,973 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,745 | $50,815-29.7% | $155,509-77.0% | $77,643-54.0% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 13.03% | 34.80%-21.8pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $567 | $1,993-71.6% | $4,672-87.9% | $2,726-79.2% |
| Participant deferral / active EE | $3,093 | $2,822+9.6% | $5,626-45.0% | $4,647-33.5% |
| Admin fee / account holder | $128 | $437-70.7% | $15,912-99.2% | $430-70.3% |