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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,403 |
Filed as: INNOVEST PORTFOLIO Service code 27 · EIN 84-1612955 | Advisory (Plan) | $37,275 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $20,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,846 | $82,917+44.5% | $103,333+16.0% | $77,643+54.4% |
| Participation rate | 94.8% | 71.6%+23.3pp | 74.5%+20.3pp | 70.6%+24.2pp |
| Annual return | 16.47% | 19.13%-2.7pp | 24.88%-8.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,873 | $3,552-19.1% | $3,868-25.7% | $2,726+5.4% |
| Participant deferral / active EE | $9,155 | $4,108+122.8% | $5,057+81.0% | $4,647+97.0% |
| Admin fee / account holder | $227 | $638-64.4% | $8,355-97.3% | $430-47.2% |