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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,911 |
VALMARK ADVISERS INC8+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $35,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,005 | $46,292-22.2% | $143,757-75.0% | $64,808-44.4% |
| Participation rate | 93.8% | 64.2%+29.6pp | 80.3%+13.5pp | 71.5%+22.3pp |
| Annual return | -13.31% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,497 | $1,910-21.6% | $4,951-69.8% | $2,506-40.3% |
| Participant deferral / active EE | $3,420 | $2,646+29.3% | $5,637-39.3% | $4,310-20.7% |
| Admin fee / account holder | $136 | $154-11.6% | $14,673-99.1% | $188-27.6% |