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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $38,501 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $20,908 |
AURORA PRIVATE WEALTH INC3 years Service code 27 · EIN 47-4814591 | Advisory (Plan) | $5,191 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,796 | $80,717-49.5% | $154,803-73.6% | $84,808-51.9% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.9pp | 68.3%+28.6pp |
| Annual return | 12.38% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,327 | $2,761-15.7% | $4,305-45.9% | $2,631-11.5% |
| Participant deferral / active EE | $4,508 | $3,303+36.5% | $5,540-18.6% | $4,212+7.0% |
| Admin fee / account holder | $262 | $6,746-96.1% | $14,329-98.2% | $7,344-96.4% |