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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $58,058 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,464 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES, INC Service code 49 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Other Services | $7,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,133 | $86,944+20.9% | $107,525-2.2% | $74,304+41.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 15.25% | 23.52%-8.3pp | 181.32%-166.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $4,569 | $2,757+65.7% | $3,754+21.7% | $2,241+103.9% |
| Participant deferral / active EE | $5,125 | $3,554+44.2% | $5,116+0.2% | $3,767+36.0% |
| Admin fee / account holder | $338 | $3,727-90.9% | $8,919-96.2% | $2,969-88.6% |