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 | $58,756 |
SANCTUARY ADVISORS, LLC1 year Service code 27 · EIN 47-3162022 | Advisory (Plan) | $18,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,672 | $57,651-38.1% | $112,229-68.2% | $71,457-50.1% |
| Participation rate | 95.7% | 58.9%+36.7pp | 72.4%+23.2pp | 67.9%+27.7pp |
| Annual return | 20.67% | 18.32%+2.3pp | 30.20%-9.5pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,111 | $1,913+10.3% | $3,430-38.5% | $2,588-18.4% |
| Participant deferral / active EE | $2,990 | $2,863+4.5% | $4,798-37.7% | $4,289-30.3% |
| Admin fee / account holder | $274 | $1,581-82.7% | $7,748-96.5% | $1,587-82.7% |