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 | $10,460 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,614 | $49,451-44.2% | $79,550-65.3% | $66,914-58.7% |
| Participation rate | 92.8% | 61.3%+31.5pp | 69.5%+23.3pp | 69.8%+23.0pp |
| Annual return | -16.82% | 84.25%-101.1pp | 0.16%-17.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,453 | $3,159+72.6% | $3,985+36.8% | $4,237+28.7% |
| Admin fee / account holder | $53 | $595-91.1% | $6,832-99.2% | $593-91.1% |