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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,610 |
VALENTINE CPA9+ years Filed as: VALENTINE, CHALMERS P. Service code 49 PO BOX 772167 · MEMPHIS, TN 381772167 | Other Services | $1,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,068 | $76,050-25.0% | $96,544-40.9% | $71,457-20.1% |
| Participation rate | 77.4% | 74.4%+3.0pp | 76.0%+1.4pp | 67.9%+9.4pp |
| Annual return | 16.06% | 22.81%-6.8pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,086 | $2,244-7.0% | $2,965-29.6% | $2,588-19.4% |
| Participant deferral / active EE | $3,222 | $4,215-23.6% | $4,851-33.6% | $4,289-24.9% |
| Admin fee / account holder | $146 | $2,707-94.6% | $8,252-98.2% | $1,587-90.8% |