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 | $51,320 |
Service code 49 · EIN 74-2794194 | Other Services | $21,480 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $5,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,758 | $84,487-18.6% | $125,339-45.1% | $66,914+2.8% |
| Participation rate | 88.8% | 76.4%+12.3pp | 82.4%+6.4pp | 69.8%+19.0pp |
| Annual return | -13.11% | -8.39%-4.7pp | 572.05%-585.2pp | 1.58%-14.7pp |
| Employer contribution / active EE | $3,857 | $3,553+8.5% | $4,814-19.9% | $2,544+51.6% |
| Participant deferral / active EE | $5,332 | $6,781-21.4% | $7,446-28.4% | $4,237+25.9% |
| Admin fee / account holder | $226 | $685-66.9% | $10,010-97.7% | $593-61.8% |