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 10-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,567 |
STEGNER INVESTMENT ASSOCIATES10+ years Filed as: STEGNER INVESTMENT ASSOCIATES, INC. Service code 26 · EIN 06-1153247 | Advisory (Participants) | $51,011 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,583 | $88,890+69.4% | $102,423+47.0% | $77,643+93.9% |
| Participation rate | 68.4% | 80.9%-12.5pp | 76.5%-8.1pp | 70.6%-2.1pp |
| Annual return | 13.38% | 24.98%-11.6pp | 29.32%-15.9pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,201 | $2,698-18.4% | $3,023-27.2% | $2,726-19.2% |
| Participant deferral / active EE | $5,201 | $5,145+1.1% | $5,053+2.9% | $4,647+11.9% |
| Admin fee / account holder | $158 | $235-32.7% | $9,451-98.3% | $430-63.2% |