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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,504 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,980 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $9,993 |
MORNINGSTAR3 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 | $177,271 | $82,917+113.8% | $103,333+71.6% | $77,643+128.3% |
| Participation rate | 95.1% | 71.6%+23.6pp | 74.5%+20.6pp | 70.6%+24.6pp |
| Annual return | 13.78% | 19.13%-5.3pp | 24.88%-11.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,056 | $3,552-70.3% | $3,868-72.7% | $2,726-61.3% |
| Participant deferral / active EE | $11,362 | $4,108+176.5% | $5,057+124.7% | $4,647+144.5% |
| Admin fee / account holder | $295 | $638-53.8% | $8,355-96.5% | $430-31.5% |