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 |
|---|---|---|
401(K) ADVISORS INC9 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $73,292 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,580 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,743 | $54,193+4.7% | $93,606-39.4% | $77,643-26.9% |
| Participation rate | 94.8% | 63.9%+30.9pp | 68.7%+26.1pp | 70.6%+24.3pp |
| Annual return | 14.16% | 30.54%-16.4pp | 133.20%-119.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,353 | $3,144+102.1% | $4,411+44.0% | $4,647+36.7% |
| Admin fee / account holder | $39 | $576-93.2% | $8,285-99.5% | $430-90.8% |