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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,087 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $5,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,156 | $80,724+113.3% | $103,333+66.6% | $74,495+131.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 28.29% | 27.56%+0.7pp | 24.88%+3.4pp | 1364.94%-1336.7pp |
| Employer contribution / active EE | $20,913 | $3,157+562.4% | $3,868+440.7% | $2,623+697.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $96 | $2,368-95.9% | $8,355-98.8% | $1,942-95.0% |