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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $191,863 |
Filed as: VISIONPOINT ADVISORY GROUP LLC Service code 27 · EIN 46-3329350 | Advisory (Plan) | $50,155 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,815 | $103,641-79.9% | $107,525-80.6% | $102,872-79.8% |
| Participation rate | 98.7% | 79.4%+19.3pp | 75.1%+23.7pp | 73.0%+25.7pp |
| Annual return | 19.10% | 13.08%+6.0pp | 181.32%-162.2pp | 19.06%0pp |
| Employer contribution / active EE | $1,551 | $5,096-69.6% | $3,754-58.7% | $3,526-56.0% |
| Participant deferral / active EE | $5,054 | $3,789+33.4% | $5,116-1.2% | $5,535-8.7% |
| Admin fee / account holder | $159 | $276-42.5% | $8,919-98.2% | $292-45.6% |