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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,707 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $31,067 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,159 | $77,660-41.9% | $109,143-58.6% | $79,386-43.1% |
| Participation rate | 95.5% | 67.8%+27.7pp | 75.9%+19.6pp | 70.7%+24.8pp |
| Annual return | 11.68% | 23.44%-11.8pp | 25.75%-14.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,788 | $2,797-36.1% | $3,722-51.9% | $2,427-26.3% |
| Participant deferral / active EE | $3,519 | $3,5180% | $4,653-24.4% | $4,046-13.0% |
| Admin fee / account holder | $272 | $732-62.8% | $6,752-96.0% | $626-56.5% |