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 | $133,480 |
TRG INVESTMENT ADVISORS, LLC4 years Service code 27 · EIN 03-0215988 | Advisory (Plan) | $43,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,044 | $50,982-19.5% | $154,803-73.5% | $85,563-52.0% |
| Participation rate | 90.3% | 59.8%+30.5pp | 78.1%+12.2pp | 66.0%+24.3pp |
| Annual return | 12.25% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.3pp |
| Employer contribution / active EE | $1,652 | $1,708-3.3% | $4,305-61.6% | $2,654-37.8% |
| Participant deferral / active EE | $2,606 | $2,474+5.3% | $5,540-53.0% | $4,375-40.4% |
| Admin fee / account holder | $212 | $846-74.9% | $14,329-98.5% | $834-74.5% |