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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $213,119 |
VISIONPOINT ADVISORY GROUP5 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $81,283 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $15,068 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,710 | $122,186-60.1% | $146,958-66.9% | $199,593-75.6% |
| Participation rate | 97.2% | 78.3%+18.9pp | 82.2%+15.0pp | 72.0%+25.2pp |
| Annual return | 12.58% | 30.56%-18.0pp | 418.34%-405.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $3,055 | $4,093-25.4% | $4,933-38.1% | $3,034+0.7% |
| Participant deferral / active EE | $4,110 | $8,502-51.7% | $8,070-49.1% | $5,087-19.2% |
| Admin fee / account holder | $140 | $179-21.8% | $12,998-98.9% | $269-48.0% |