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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $175,559 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $42,500 |
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 | Advisory (Plan) | $42,500 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $23,933 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 28 · EIN 36-4317381 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,901 | $112,686-59.3% | $169,993-73.0% | $80,160-42.7% |
| Participation rate | 93.3% | 87.4%+5.9pp | 87.0%+6.3pp | 72.9%+20.3pp |
| Annual return | 29.57% | 67.04%-37.5pp | 53.37%-23.8pp | 40.38%-10.8pp |
| Employer contribution / active EE | $2,619 | $4,481-41.6% | $6,785-61.4% | $2,978-12.1% |
| Participant deferral / active EE | $7,556 | $7,876-4.1% | $10,408-27.4% | $5,017+50.6% |
| Admin fee / account holder | $86 | $99-13.4% | $12,815-99.3% | $145-40.8% |