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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,848 |
SANCTUARY ADVISORS, LLC3 years Service code 27 · EIN 47-3162022 | Advisory (Plan) | $29,407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,757 | $68,914-27.8% | $136,749-63.6% | $74,304-33.0% |
| Participation rate | 96.2% | 51.3%+44.9pp | 72.1%+24.1pp | 60.3%+35.9pp |
| Annual return | 16.95% | 16.34%+0.6pp | 24.33%-7.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,485 | $1,561+59.1% | $3,400-26.9% | $2,241+10.9% |
| Participant deferral / active EE | $3,592 | $2,541+41.4% | $4,692-23.4% | $3,767-4.7% |
| Admin fee / account holder | $281 | $3,149-91.1% | $11,386-97.5% | $2,969-90.5% |