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 10-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,737 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 49 · EIN 13-2886227 | Other Services | $18,946 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER & CO INC Service code 49 · EIN 13-5657518 | Other Services | $9,083 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,884 | $91,517-14.9% | $101,248-23.1% | $73,409+6.1% |
| Participation rate | 93.5% | 73.8%+19.8pp | 75.8%+17.7pp | 72.2%+21.4pp |
| Annual return | 14.42% | 17.17%-2.8pp | 46.47%-32.1pp | 59.29%-44.9pp |
| Employer contribution / active EE | $3,970 | $2,877+38.0% | $3,660+8.5% | $2,234+77.8% |
| Participant deferral / active EE | $9,344 | $3,338+179.9% | $4,370+113.8% | $3,805+145.5% |
| Admin fee / account holder | $105 | $216-51.5% | $5,945-98.2% | $158-33.6% |