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 | $6,557 |
MORNINGSTAR2 years 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 | $36,687 | $54,701-32.9% | $86,188-57.4% | $71,457-48.7% |
| Participation rate | 90.0% | 60.1%+29.9pp | 69.0%+21.0pp | 67.9%+22.1pp |
| Annual return | 17.62% | 20.06%-2.4pp | 1168.45%-1150.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,716 | $3,108+83.9% | $3,985+43.4% | $4,289+33.3% |
| Admin fee / account holder | $35 | $1,922-98.2% | $6,852-99.5% | $1,587-97.8% |