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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,798 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $779 |
Annual investment return 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 | $68,437 | $87,870-22.1% | $113,168-39.5% | $74,304-7.9% |
| Participation rate | 75.6% | 70.7%+4.8pp | 76.6%-1.0pp | 60.3%+15.2pp |
| Annual return | 12.01% | 26.44%-14.4pp | 24.27%-12.3pp | 29.43%-17.4pp |
| Employer contribution / active EE | $2,293 | $2,277+0.7% | $2,975-22.9% | $2,241+2.3% |
| Participant deferral / active EE | $3,554 | $4,241-16.2% | $5,107-30.4% | $3,767-5.7% |
| Admin fee / account holder | $217 | $3,368-93.6% | $12,068-98.2% | $2,969-92.7% |