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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,133 |
MODERN WEALTH HOLDINGS LLC2 years Filed as: MODERN WEALTH HOLDINGS, LLC Service code 13 · EIN 92-1037746 | Contract Administrator | $35,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,439 | $86,944+0.6% | $107,525-18.7% | $74,304+17.7% |
| Participation rate | 81.1% | 59.6%+21.5pp | 75.1%+6.0pp | 60.3%+20.7pp |
| Annual return | 14.05% | 23.52%-9.5pp | 181.32%-167.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $5,081 | $2,757+84.3% | $3,754+35.4% | $2,241+126.7% |
| Participant deferral / active EE | $5,747 | $3,554+61.7% | $5,116+12.3% | $3,767+52.6% |
| Admin fee / account holder | $214 | $3,727-94.3% | $8,919-97.6% | $2,969-92.8% |