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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 COMPANY8+ years Filed as: O N EQUITY SALES COMPANY Service code 49 · EIN 31-0742113 | Other Services | $42,923 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,893 | $65,061-12.6% | $143,757-60.4% | $66,914-15.0% |
| Participation rate | 73.8% | 65.2%+8.6pp | 80.3%-6.5pp | 69.8%+4.0pp |
| Annual return | -14.56% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,322 | $2,361-44.0% | $4,951-73.3% | $2,544-48.1% |
| Participant deferral / active EE | $2,734 | $2,919-6.4% | $5,637-51.5% | $4,237-35.5% |
| Admin fee / account holder | $23 | $502-95.4% | $14,673-99.8% | $593-96.1% |