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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,344 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $44,131 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $11,033 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WOODBURY FINANCIAL SERVICES10+ years Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,835 | $100,923-14.0% | $150,045-42.1% | $74,304+16.9% |
| Participation rate | 89.8% | 70.1%+19.7pp | 82.3%+7.5pp | 60.3%+29.4pp |
| Annual return | 17.07% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $2,002 | $3,463-42.2% | $4,693-57.3% | $2,241-10.7% |
| Participant deferral / active EE | $8,757 | $6,709+30.5% | $7,997+9.5% | $3,767+132.5% |
| Admin fee / account holder | $264 | $2,767-90.4% | $13,435-98.0% | $2,969-91.1% |