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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,741 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $82,251 |
PENSION INC.3+ years Service code 49 | Other Services | $25,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,032 |
PENSION INC.3+ years Filed as: PENSION INC Service code 49 · EIN 39-1623968 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,191 | $81,908+1.6% | $90,749-8.3% | $64,808+28.4% |
| Participation rate | 81.5% | 80.5%+1.1pp | 75.7%+5.8pp | 71.5%+10.1pp |
| Annual return | -16.01% | -12.53%-3.5pp | -12.16%-3.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,571 | $3,065-48.7% | $2,921-46.2% | $2,506-37.3% |
| Participant deferral / active EE | $2,918 | $4,840-39.7% | $4,564-36.1% | $4,310-32.3% |
| Admin fee / account holder | $116 | $157-26.3% | $8,445-98.6% | $188-38.3% |