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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,357 |
MORNINGSTAR4 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 | $210,034 | $119,446+75.8% | $150,045+40.0% | $85,563+145.5% |
| Participation rate | 86.8% | 75.4%+11.4pp | 82.3%+4.5pp | 66.0%+20.8pp |
| Annual return | 15.52% | 23.72%-8.2pp | 62.55%-47.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $5,540 | $4,078+35.8% | $4,693+18.0% | $2,654+108.8% |
| Participant deferral / active EE | $9,327 | $7,985+16.8% | $7,997+16.6% | $4,375+113.2% |
| Admin fee / account holder | $181 | $548-66.9% | $13,435-98.7% | $834-78.3% |