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 9-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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,037 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,576 | $84,487-8.2% | $125,339-38.1% | $66,914+15.9% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.0pp | 69.8%+26.6pp |
| Annual return | -17.66% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,743 | $3,553-50.9% | $4,814-63.8% | $2,544-31.5% |
| Participant deferral / active EE | $7,603 | $6,781+12.1% | $7,446+2.1% | $4,237+79.4% |
| Admin fee / account holder | $223 | $685-67.5% | $10,010-97.8% | $593-62.4% |