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 | $51,695 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,872 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $10,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,584 | $96,484+16.7% | $156,263-28.0% | $74,304+51.5% |
| Participation rate | 96.8% | 67.7%+29.1pp | 78.9%+17.8pp | 60.3%+36.4pp |
| Annual return | 18.80% | 17.73%+1.1pp | 59.47%-40.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $5,161 | $2,528+104.1% | $4,333+19.1% | $2,241+130.3% |
| Participant deferral / active EE | $10,933 | $4,286+155.1% | $6,158+77.5% | $3,767+190.2% |
| Admin fee / account holder | $286 | $3,728-92.3% | $14,255-98.0% | $2,969-90.4% |