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 | $21,812 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,528 | $109,413+76.9% | $156,263+23.8% | $84,808+128.2% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 12.71% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $912 | $2,907-68.6% | $4,333-79.0% | $2,631-65.3% |
| Participant deferral / active EE | $6,948 | $4,590+51.4% | $6,158+12.8% | $4,212+65.0% |
| Admin fee / account holder | $200 | $9,357-97.9% | $14,255-98.6% | $7,344-97.3% |