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 | $115,966 |
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 | $143,196 | $82,202+74.2% | $125,339+14.2% | $64,808+121.0% |
| Participation rate | 87.9% | 77.9%+10.1pp | 82.4%+5.6pp | 71.5%+16.5pp |
| Annual return | -15.89% | 3.48%-19.4pp | 572.05%-587.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,167 | $3,615+42.9% | $4,814+7.3% | $2,506+106.2% |
| Participant deferral / active EE | $9,074 | $7,175+26.5% | $7,446+21.9% | $4,310+110.5% |
| Admin fee / account holder | $151 | $163-7.7% | $10,010-98.5% | $188-19.8% |