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 | $252,553 |
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $107,828 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $14,050 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,109 | $82,202-42.7% | $125,339-62.4% | $64,808-27.3% |
| Participation rate | 95.4% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -17.30% | 3.48%-20.8pp | 572.05%-589.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $3,351 | $3,615-7.3% | $4,814-30.4% | $2,506+33.7% |
| Participant deferral / active EE | $4,257 | $7,175-40.7% | $7,446-42.8% | $4,310-1.2% |
| Admin fee / account holder | $229 | $163+40.0% | $10,010-97.7% | $188+21.7% |