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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $85,352 |
SHAREHOLDER STRATEGIES, INC.2+ years Service code 34 · EIN 54-1703011 | Valuation (appraisals, etc.); Consult... | $61,403 |
ARGENT TRUST COMPANY1 year Filed as: ARGENT TRUST Service code 20 · EIN 62-1437218 | Trustee (directed); Trustee (discreti... | $38,354 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 49 · EIN 94-1737782 | Other Services | $24,277 |
Filed as: HARDING SHYMANSKI & CO Service code 10 · EIN 35-1346211 | Accounting | $16,360 |
Service code 49 · EIN 52-2215744 | Other Services | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,095 | $122,186-77.8% | $146,958-81.6% | $199,593-86.4% |
| Participation rate | 97.1% | 78.3%+18.8pp | 82.2%+14.9pp | 72.0%+25.1pp |
| Annual return | 28.05% | 30.56%-2.5pp | 418.34%-390.3pp | 34.25%-6.2pp |
| Employer contribution / active EE | $2,733 | $4,093-33.2% | $4,933-44.6% | $3,034-9.9% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $87 | $179-51.2% | $12,998-99.3% | $269-67.6% |