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 | $55,954 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,983 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,819 | $92,971+76.2% | $96,683+69.4% | $74,419+120.1% |
| Participation rate | 96.9% | 71.5%+25.3pp | 74.3%+22.5pp | 70.7%+26.1pp |
| Annual return | 17.76% | 37.49%-19.7pp | 35.69%-17.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,079 | $3,426-68.5% | $3,737-71.1% | $2,637-59.1% |
| Participant deferral / active EE | $11,579 | $3,970+191.7% | $4,878+137.4% | $4,528+155.7% |
| Admin fee / account holder | $277 | $633-56.3% | $6,730-95.9% | $348-20.5% |