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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,961 |
FOUNDATION RISK PARTNERS1 year Filed as: FOUNDATION RISK PARTNERS CORP Service code 49 · EIN 81-5191759 | Other Services | $1,503 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,718 | $88,083+22.3% | $164,813-34.6% | $74,495+44.6% |
| Participation rate | 70.4% | 73.0%-2.6pp | 78.6%-8.2pp | 67.2%+3.2pp |
| Annual return | 15.09% | 17.26%-2.2pp | 69.93%-54.8pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,651 | $4,498-41.1% | $6,031-56.0% | $4,346-39.0% |
| Admin fee / account holder | $285 | $2,234-87.2% | $12,690-97.8% | $1,942-85.3% |