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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,524 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,062 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,136 | $60,323-31.8% | $81,812-49.7% | $74,495-44.8% |
| Participation rate | 82.7% | 62.9%+19.8pp | 72.3%+10.3pp | 67.2%+15.5pp |
| Annual return | 13.35% | 16.90%-3.6pp | 773.79%-760.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,796 | $2,620-31.4% | $2,912-38.3% | $2,623-31.5% |
| Participant deferral / active EE | $4,413 | $3,387+30.3% | $4,319+2.2% | $4,346+1.6% |
| Admin fee / account holder | $45 | $1,486-97.0% | $7,386-99.4% | $1,942-97.7% |