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 Filed as: FROST PLLC Service code 10 · EIN 71-0817652 | Accounting | $14,066 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,046 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,838 | $100,923+2.9% | $150,045-30.8% | $74,304+39.7% |
| Participation rate | 99.1% | 70.1%+29.0pp | 82.3%+16.8pp | 60.3%+38.8pp |
| Annual return | 11.73% | 51.77%-40.0pp | 62.55%-50.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,607 | $3,463-53.6% | $4,693-65.7% | $2,241-28.3% |
| Participant deferral / active EE | $5,492 | $6,709-18.2% | $7,997-31.3% | $3,767+45.8% |
| Admin fee / account holder | $180 | $2,767-93.5% | $13,435-98.7% | $2,969-93.9% |