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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $23,597 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,834 |
MORNINGSTAR2 years 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 | $222,281 | $100,923+120.2% | $150,045+48.1% | $74,304+199.1% |
| Participation rate | 93.3% | 70.1%+23.2pp | 82.3%+10.9pp | 60.3%+32.9pp |
| Annual return | 15.82% | 51.77%-35.9pp | 62.55%-46.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $4,232 | $3,463+22.2% | $4,693-9.8% | $2,241+88.8% |
| Participant deferral / active EE | $11,919 | $6,709+77.6% | $7,997+49.0% | $3,767+216.4% |
| Admin fee / account holder | $90 | $2,767-96.7% | $13,435-99.3% | $2,969-97.0% |