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 | $63,457 |
NBC SECURITIES INC8+ years Service code 49 · EIN 63-0923499 | Other Services | $22,427 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,590 | $65,435-34.9% | $86,677-50.9% | $66,914-36.4% |
| Participation rate | 95.3% | 75.5%+19.8pp | 76.6%+18.7pp | 69.8%+25.5pp |
| Annual return | -14.24% | -10.89%-3.4pp | 35.91%-50.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $14 | $2,153-99.4% | $2,836-99.5% | $2,544-99.5% |
| Participant deferral / active EE | $3,650 | $4,100-11.0% | $4,656-21.6% | $4,237-13.8% |
| Admin fee / account holder | $262 | $642-59.1% | $7,493-96.5% | $593-55.8% |