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 | $42,634 |
Filed as: STRATEGIES WEALTH ADVISORS, LLC Service code 27 · EIN 46-1428191 | Advisory (Plan) | $25,448 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,424 | $72,607+10.8% | $90,749-11.4% | $66,914+20.2% |
| Participation rate | 95.8% | 73.7%+22.1pp | 75.7%+20.1pp | 69.8%+26.0pp |
| Annual return | -15.35% | -12.28%-3.1pp | -12.16%-3.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,080 | $2,369-54.4% | $2,921-63.0% | $2,544-57.6% |
| Participant deferral / active EE | $6,790 | $3,977+70.7% | $4,564+48.8% | $4,237+60.3% |
| Admin fee / account holder | $266 | $707-62.4% | $8,445-96.9% | $593-55.2% |