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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 5-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 47-1411118 | Advisory (Plan) | $45,316 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,747 | $89,436+16.0% | $164,813-37.1% | $77,643+33.6% |
| Participation rate | 45.1% | 78.6%-33.5pp | 78.6%-33.5pp | 70.6%-25.5pp |
| Annual return | 15.71% | 28.83%-13.1pp | 69.93%-54.2pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,252 | $2,569-51.3% | $4,341-71.2% | $2,726-54.1% |
| Participant deferral / active EE | $3,928 | $4,897-19.8% | $6,031-34.9% | $4,647-15.5% |
| Admin fee / account holder | $107 | $339-68.4% | $12,690-99.2% | $430-75.1% |