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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,218 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $68,708 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,946 | $56,152+154.6% | $185,823-23.1% | $73,409+94.7% |
| Participation rate | 88.1% | 67.6%+20.6pp | 78.0%+10.1pp | 72.2%+15.9pp |
| Annual return | 18.75% | 17.59%+1.2pp | 35.95%-17.2pp | 59.29%-40.5pp |
| Employer contribution / active EE | $4,135 | $1,532+170.0% | $4,087+1.2% | $2,234+85.1% |
| Participant deferral / active EE | $9,473 | $3,659+158.9% | $5,632+68.2% | $3,805+148.9% |
| Admin fee / account holder | $297 | $132+125.3% | $9,500-96.9% | $158+88.4% |