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 | $309,948 |
GLOBAL RETIREMENT PARTNERS LLC11+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $80,000 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $29,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,391 | $128,899+29.9% | $113,168+47.9% | $102,872+62.7% |
| Participation rate | 98.0% | 87.0%+11.0pp | 76.6%+21.4pp | 73.0%+24.9pp |
| Annual return | 14.01% | 15.88%-1.9pp | 24.27%-10.3pp | 19.06%-5.0pp |
| Employer contribution / active EE | $4,552 | $3,713+22.6% | $2,975+53.0% | $3,526+29.1% |
| Participant deferral / active EE | $8,142 | $6,787+20.0% | $5,107+59.4% | $5,535+47.1% |
| Admin fee / account holder | $192 | $129+48.3% | $12,068-98.4% | $292-34.3% |