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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,873 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,784 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $162,241 | $109,881+47.7% | $150,045+8.1% | $84,808+91.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.81% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $8,833 | $3,561+148.0% | $4,693+88.2% | $2,631+235.7% |
| Participant deferral / active EE | $12,463 | $6,636+87.8% | $7,997+55.8% | $4,212+195.9% |
| Admin fee / account holder | $38 | $8,568-99.6% | $13,435-99.7% | $7,344-99.5% |