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 | $115,316 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $24,753 |
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 | $166,395 | $95,274+74.7% | $135,903+22.4% | $74,419+123.6% |
| Participation rate | 88.0% | 78.2%+9.8pp | 81.9%+6.1pp | 70.7%+17.3pp |
| Annual return | 17.57% | 32.77%-15.2pp | 68.23%-50.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $5,214 | $3,874+34.6% | $4,856+7.4% | $2,637+97.7% |
| Participant deferral / active EE | $9,336 | $7,782+20.0% | $7,758+20.3% | $4,528+106.2% |
| Admin fee / account holder | $177 | $266-33.5% | $10,762-98.4% | $348-49.1% |