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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,343 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,759 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 | $118,050 | $98,727+19.6% | $113,168+4.3% | $85,563+38.0% |
| Participation rate | 99.6% | 80.8%+18.8pp | 76.6%+23.0pp | 66.0%+33.6pp |
| Annual return | 13.10% | 17.43%-4.3pp | 24.27%-11.2pp | 31.51%-18.4pp |
| Employer contribution / active EE | $2,281 | $2,907-21.5% | $2,975-23.3% | $2,654-14.0% |
| Participant deferral / active EE | $7,269 | $5,424+34.0% | $5,107+42.3% | $4,375+66.1% |
| Admin fee / account holder | $62 | $357-82.7% | $12,068-99.5% | $834-92.6% |