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 |
|---|---|---|
HEFREN-TILLOTSON, INC.5 years Service code 27 · EIN 25-1121408 | Advisory (Plan) | $33,208 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,521 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,081 | $71,883+125.5% | $86,677+87.0% | $68,494+136.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.29% | 3.52%-9.8pp | 35.91%-42.2pp | -7.84%+1.6pp |
| Employer contribution / active EE | $5,542 | $2,173+155.1% | $2,836+95.4% | $2,596+113.5% |
| Participant deferral / active EE | $4,753 | $3,779+25.8% | $4,656+2.1% | $4,027+18.0% |
| Admin fee / account holder | $142 | $6,112-97.7% | $7,493-98.1% | $5,403-97.4% |