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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 |
|---|---|---|
RAINSBERGER WEALTH ADVISORS3+ years Service code 27 · EIN 48-1090544 | Advisory (Plan) | $14,494 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,182 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,647 | $46,173-79.1% | $170,442-94.3% | $69,631-86.1% |
| Participation rate | 96.7% | 63.9%+32.8pp | 83.6%+13.1pp | 70.7%+26.0pp |
| Annual return | 35.21% | 21.62%+13.6pp | 205.93%-170.7pp | 27571.02%-27535.8pp |
| Employer contribution / active EE | $1,005 | $1,610-37.6% | $5,433-81.5% | $2,032-50.6% |
| Participant deferral / active EE | $1,754 | $2,080-15.7% | $4,939-64.5% | $3,224-45.6% |
| Admin fee / account holder | $65 | $116-43.7% | $13,880-99.5% | $110-40.9% |