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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,619 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,742 |
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 | $86,291 | $72,254+19.4% | $86,677-0.4% | $64,808+33.1% |
| Participation rate | 99.8% | 80.4%+19.4pp | 76.6%+23.2pp | 71.5%+28.3pp |
| Annual return | -15.80% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,808 | $2,393-24.4% | $2,836-36.2% | $2,506-27.8% |
| Participant deferral / active EE | $6,307 | $4,658+35.4% | $4,656+35.5% | $4,310+46.3% |
| Admin fee / account holder | $33 | $174-81.3% | $7,493-99.6% | $188-82.7% |