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 | $60,116 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $21,766 |
MORNINGSTAR2 years 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 | $103,086 | $87,870+17.3% | $113,168-8.9% | $74,304+38.7% |
| Participation rate | 93.9% | 70.7%+23.2pp | 76.6%+17.3pp | 60.3%+33.6pp |
| Annual return | 14.74% | 26.44%-11.7pp | 24.27%-9.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,189 | $2,277+40.0% | $2,975+7.2% | $2,241+42.3% |
| Participant deferral / active EE | $6,404 | $4,241+51.0% | $5,107+25.4% | $3,767+70.0% |
| Admin fee / account holder | $267 | $3,368-92.1% | $12,068-97.8% | $2,969-91.0% |