See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $6,475 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,858 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,311 | $88,083-7.7% | $164,813-50.7% | $74,495+9.2% |
| Participation rate | 97.1% | 73.0%+24.1pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 12.20% | 17.26%-5.1pp | 69.93%-57.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,139 | $2,593-17.5% | $4,341-50.7% | $2,623-18.4% |
| Participant deferral / active EE | $6,059 | $4,498+34.7% | $6,031+0.5% | $4,346+39.4% |
| Admin fee / account holder | $71 | $2,234-96.8% | $12,690-99.4% | $1,942-96.3% |