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.
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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 |
|---|---|---|
THE O.N. EQUITY SALES COMPANY5+ years Filed as: O N EQUITY SALES COMPANY Service code 49 · EIN 31-0742113 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,888 | $52,953-5.8% | $172,739-71.1% | $65,185-23.5% |
| Participation rate | 75.3% | 66.2%+9.1pp | 82.6%-7.4pp | 70.2%+5.1pp |
| Annual return | 19.03% | 30.12%-11.1pp | 802.84%-783.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $986 | $2,190-55.0% | $5,143-80.8% | $2,177-54.7% |
| Participant deferral / active EE | $2,294 | $2,471-7.1% | $5,198-55.9% | $3,514-34.7% |
| Admin fee / account holder | $20 | $472-95.7% | $13,954-99.9% | $847-97.6% |