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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,389 |
DA DAVIDSON & CO1 year Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 | Advisory (Plan) | $36,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,712 | $65,061-14.4% | $143,757-61.2% | $66,914-16.7% |
| Participation rate | 78.9% | 65.2%+13.7pp | 80.3%-1.4pp | 69.8%+9.1pp |
| Annual return | -17.38% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $780 | $2,361-67.0% | $4,951-84.2% | $2,544-69.3% |
| Participant deferral / active EE | $3,135 | $2,919+7.4% | $5,637-44.4% | $4,237-26.0% |
| Admin fee / account holder | $288 | $502-42.7% | $14,673-98.0% | $593-51.5% |