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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,549 |
ICOM ADVISORS LLC3 years Filed as: ICOM ADVISORS, LLC Service code 27 · EIN 27-3622499 | Advisory (Plan) | $25,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,683 | $50,982-49.6% | $154,803-83.4% | $85,563-70.0% |
| Participation rate | 89.0% | 59.8%+29.2pp | 78.1%+10.9pp | 66.0%+23.0pp |
| Annual return | 15.84% | 30.35%-14.5pp | 58.88%-43.0pp | 31.51%-15.7pp |
| Employer contribution / active EE | $820 | $1,708-52.0% | $4,305-81.0% | $2,654-69.1% |
| Participant deferral / active EE | $1,933 | $2,474-21.9% | $5,540-65.1% | $4,375-55.8% |
| Admin fee / account holder | $181 | $846-78.6% | $14,329-98.7% | $834-78.3% |