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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,709 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,333 |
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 | $21,968 | $65,061-66.2% | $143,757-84.7% | $66,914-67.2% |
| Participation rate | 92.9% | 65.2%+27.7pp | 80.3%+12.6pp | 69.8%+23.1pp |
| Annual return | -17.67% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,770 | $2,361+17.4% | $4,951-44.0% | $2,544+8.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $96 | $502-80.8% | $14,673-99.3% | $593-83.8% |