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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,773 |
DANIEL AND HENRY CO2 years Filed as: THE DANIEL & HENRY CO Service code 49 · EIN 43-0634945 | Other Services | $11,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,506 | $44,960-65.5% | $84,966-81.8% | $74,495-79.2% |
| Participation rate | 93.0% | 49.4%+43.7pp | 67.5%+25.5pp | 67.2%+25.8pp |
| Annual return | 14.28% | 26.24%-12.0pp | 66.38%-52.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,311 | $1,457-10.1% | $2,727-51.9% | $2,623-50.0% |
| Participant deferral / active EE | $3,287 | $2,731+20.4% | $4,519-27.3% | $4,346-24.4% |
| Admin fee / account holder | $148 | $2,209-93.3% | $6,149-97.6% | $1,942-92.4% |