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 | $20,000 |
VALENTINE CPA10+ years Filed as: VALENTINE, CHALMERS P. Service code 49 PO BOX 772167 · MEMPHIS, TN 381772167 | Other Services | $2,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,208 | $79,171-17.6% | $102,423-36.3% | $74,495-12.5% |
| Participation rate | 76.3% | 74.8%+1.5pp | 76.5%-0.2pp | 67.2%+9.1pp |
| Annual return | 15.56% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,253 | $2,362-4.6% | $3,023-25.5% | $2,623-14.1% |
| Participant deferral / active EE | $3,296 | $4,415-25.3% | $5,053-34.8% | $4,346-24.2% |
| Admin fee / account holder | $132 | $2,001-93.4% | $9,451-98.6% | $1,942-93.2% |