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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 COMPANY6+ years Filed as: O N EQUITY SALES COMPANY Service code 49 · EIN 31-0742113 | Other Services | $37,105 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,254 | $58,879-14.6% | $178,490-71.8% | $73,488-31.6% |
| Participation rate | 78.5% | 66.2%+12.3pp | 81.9%-3.4pp | 70.7%+7.8pp |
| Annual return | 11.45% | 24.86%-13.4pp | 151.07%-139.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,069 | $2,236-52.2% | $5,011-78.7% | $2,270-52.9% |
| Participant deferral / active EE | $2,391 | $2,567-6.9% | $5,202-54.0% | $3,740-36.1% |
| Admin fee / account holder | $14 | $400-96.5% | $13,984-99.9% | $513-97.2% |