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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $171,781 |
VENTURE VISIONARY PARTNERS LLC4+ years Service code 27 · EIN 83-4717882 | Advisory (Plan) | $71,903 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,567 | $119,446-45.1% | $150,045-56.3% | $85,563-23.4% |
| Participation rate | 97.9% | 75.4%+22.4pp | 82.3%+15.5pp | 66.0%+31.9pp |
| Annual return | 13.98% | 23.72%-9.7pp | 62.55%-48.6pp | 31.51%-17.5pp |
| Employer contribution / active EE | $2,267 | $4,078-44.4% | $4,693-51.7% | $2,654-14.6% |
| Participant deferral / active EE | $4,505 | $7,985-43.6% | $7,997-43.7% | $4,375+3.0% |
| Admin fee / account holder | $285 | $548-47.9% | $13,435-97.9% | $834-65.8% |