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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 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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $265,209 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,458 |
Service code 27 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,673 | $44,626-67.1% | $86,188-83.0% | $80,160-81.7% |
| Participation rate | 90.2% | 63.5%+26.7pp | 69.0%+21.3pp | 72.9%+17.3pp |
| Annual return | 17.57% | 19.61%-2.0pp | 1168.45%-1150.9pp | 40.38%-22.8pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,380-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,804 | $2,769+1.3% | $3,985-29.7% | $5,017-44.1% |
| Admin fee / account holder | $105 | $133-21.1% | $6,852-98.5% | $145-27.5% |