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 | $71,794 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $38,166 |
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 | $30,342 | $50,982-40.5% | $154,803-80.4% | $85,563-64.5% |
| Participation rate | 78.6% | 59.8%+18.8pp | 78.1%+0.6pp | 66.0%+12.7pp |
| Annual return | 15.00% | 30.35%-15.4pp | 58.88%-43.9pp | 31.51%-16.5pp |
| Employer contribution / active EE | $454 | $1,708-73.4% | $4,305-89.5% | $2,654-82.9% |
| Participant deferral / active EE | $3,078 | $2,474+24.4% | $5,540-44.4% | $4,375-29.6% |
| Admin fee / account holder | $117 | $846-86.2% | $14,329-99.2% | $834-86.0% |