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 | $241,126 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,839 | $241,101-59.4% | $103,333-5.3% | $199,593-51.0% |
| Participation rate | 95.2% | 78.3%+17.0pp | 74.5%+20.7pp | 72.0%+23.3pp |
| Annual return | 13.78% | 17.80%-4.0pp | 24.88%-11.1pp | 34.25%-20.5pp |
| Employer contribution / active EE | $3,497 | $4,244-17.6% | $3,868-9.6% | $3,034+15.3% |
| Participant deferral / active EE | $7,895 | $3,958+99.5% | $5,057+56.1% | $5,087+55.2% |
| Admin fee / account holder | $207 | $288-28.0% | $8,355-97.5% | $269-23.0% |