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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,822 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,583 | $122,239+50.2% | $184,203-0.3% | $74,495+146.4% |
| Participation rate | 96.6% | 85.5%+11.2pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 12.13% | 19.95%-7.8pp | 28.81%-16.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $5,529 | $4,537+21.8% | $6,427-14.0% | $2,623+110.8% |
| Participant deferral / active EE | $7,238 | $7,139+1.4% | $9,131-20.7% | $4,346+66.6% |
| Admin fee / account holder | $140 | $1,260-88.9% | $13,901-99.0% | $1,942-92.8% |