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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,500 |
SANCTUARY ADVISORS, LLC1 year Filed as: SANCTUARY ADVISORS LLC Service code 27 · EIN 47-3162022 | Advisory (Plan) | $11,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,702 | $62,603-54.2% | $104,294-72.5% | $66,914-57.1% |
| Participation rate | 94.5% | 59.6%+34.9pp | 73.3%+21.3pp | 69.8%+24.7pp |
| Annual return | -10.16% | -14.70%+4.5pp | 24.61%-34.8pp | 1.58%-11.7pp |
| Employer contribution / active EE | $1,237 | $1,972-37.2% | $3,372-63.3% | $2,544-51.4% |
| Participant deferral / active EE | $2,504 | $2,853-12.2% | $4,625-45.9% | $4,237-40.9% |
| Admin fee / account holder | $249 | $656-62.0% | $7,339-96.6% | $593-58.1% |