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 |
|---|---|---|
FROST, PLLC3 years Service code 10 · EIN 71-0817652 | Accounting | $14,050 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,831 |
MORNINGSTAR3 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 | $89,336 | $101,317-11.8% | $146,958-39.2% | $74,495+19.9% |
| Participation rate | 96.9% | 75.5%+21.3pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 13.81% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,319 | $3,810-65.4% | $4,933-73.3% | $2,623-49.7% |
| Participant deferral / active EE | $4,905 | $7,303-32.8% | $8,070-39.2% | $4,346+12.9% |
| Admin fee / account holder | $161 | $1,739-90.8% | $12,998-98.8% | $1,942-91.7% |