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 | $77,314 |
MWA FINANCIAL SERVICES INC8 years Service code 49 · EIN 36-4420471 | Other Services | $12,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,046 | $99,078-15.2% | $96,544-12.9% | $74,419+12.9% |
| Participation rate | 98.0% | 80.7%+17.4pp | 76.0%+22.1pp | 70.7%+27.3pp |
| Annual return | 17.64% | 22.48%-4.8pp | 25.84%-8.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,784 | $2,570-30.6% | $2,965-39.8% | $2,637-32.4% |
| Participant deferral / active EE | $4,884 | $4,933-1.0% | $4,851+0.7% | $4,528+7.9% |
| Admin fee / account holder | $218 | $225-3.1% | $8,252-97.4% | $348-37.4% |