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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,269 |
AMERICAN FUNDS8 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $26,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,614 | $50,815-8.3% | $155,509-70.0% | $77,643-40.0% |
| Participation rate | 70.1% | 63.1%+6.9pp | 78.2%-8.1pp | 70.6%-0.5pp |
| Annual return | 12.95% | 34.80%-21.9pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,464 | $1,993-26.5% | $4,672-68.7% | $2,726-46.3% |
| Participant deferral / active EE | $1,535 | $2,822-45.6% | $5,626-72.7% | $4,647-67.0% |
| Admin fee / account holder | $214 | $437-51.1% | $15,912-98.7% | $430-50.4% |