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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,680 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $42,998 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,617 | $67,512-69.5% | $185,823-88.9% | $93,030-77.8% |
| Participation rate | 38.4% | 67.1%-28.7pp | 81.7%-43.3pp | 73.9%-35.5pp |
| Annual return | 14.26% | 21.04%-6.8pp | 122.05%-107.8pp | 158.70%-144.4pp |
| Employer contribution / active EE | $259 | $1,783-85.5% | $5,167-95.0% | $2,706-90.4% |
| Participant deferral / active EE | $861 | $3,035-71.6% | $5,568-84.5% | $4,562-81.1% |
| Admin fee / account holder | $63 | $318-80.1% | $16,237-99.6% | $152-58.4% |