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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,557 |
INDEPENDENT FINANCIAL2+ years Service code 27 · EIN 87-3597647 | Advisory (Plan) | $32,625 |
INDEPENDENT FINANCIAL2+ years Filed as: INDEPENDENT FINANCIAL PA Service code 27 · EIN 83-0951655 | Advisory (Plan) | $10,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,475 | $84,784+56.2% | $98,439+34.6% | $74,419+78.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 17.81% | 20.59%-2.8pp | 21.16%-3.3pp | 34.38%-16.6pp |
| Employer contribution / active EE | $8,410 | $3,364+150.0% | $3,048+175.9% | $2,637+218.9% |
| Participant deferral / active EE | $9,515 | $5,218+82.3% | $4,738+100.8% | $4,528+110.1% |
| Admin fee / account holder | $233 | $204+14.0% | $8,948-97.4% | $348-33.0% |