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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,383 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $43,690 |
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 | $104,336 | $80,138+30.2% | $130,231-19.9% | $71,457+46.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 17.17% | 16.81%+0.4pp | 38.77%-21.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,015 | $2,834-64.2% | $4,126-75.4% | $2,588-60.8% |
| Participant deferral / active EE | $9,295 | $4,641+100.3% | $6,799+36.7% | $4,289+116.7% |
| Admin fee / account holder | $266 | $1,035-74.3% | $6,020-95.6% | $1,587-83.2% |