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 | $21,939 |
VALENTINE CPA8+ years Filed as: VALENTINE, CHALMERS P. Service code 49 PO BOX 772167 · MEMPHIS, TN 381772167 | Other Services | $1,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,087 | $65,435-18.9% | $86,677-38.8% | $66,914-20.7% |
| Participation rate | 82.0% | 75.5%+6.6pp | 76.6%+5.4pp | 69.8%+12.2pp |
| Annual return | -16.92% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,206 | $2,153+2.5% | $2,836-22.2% | $2,544-13.3% |
| Participant deferral / active EE | $3,171 | $4,100-22.7% | $4,656-31.9% | $4,237-25.2% |
| Admin fee / account holder | $157 | $642-75.5% | $7,493-97.9% | $593-73.5% |