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 9-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 | $61,220 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $39,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,909 | $73,360+0.7% | $177,989-58.5% | $74,495-0.8% |
| Participation rate | 94.5% | 66.6%+27.9pp | 77.1%+17.4pp | 67.2%+27.3pp |
| Annual return | 13.61% | 17.49%-3.9pp | 294.48%-280.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,356 | $2,216+6.3% | $3,949-40.3% | $2,623-10.2% |
| Participant deferral / active EE | $6,000 | $4,513+32.9% | $6,276-4.4% | $4,346+38.1% |
| Admin fee / account holder | $271 | $1,808-85.0% | $10,363-97.4% | $1,942-86.0% |