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 | $230,884 |
HORAN SECURITIES INC10+ years Service code 49 · EIN 31-1448612 | Other Services | $29,525 |
MORNINGSTAR2 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 | $75,108 | $76,173-1.4% | $81,382-7.7% | $199,593-62.4% |
| Participation rate | 95.8% | 76.3%+19.5pp | 69.5%+26.3pp | 72.0%+23.8pp |
| Annual return | 16.99% | 15.59%+1.4pp | 24.73%-7.7pp | 34.25%-17.3pp |
| Employer contribution / active EE | $4,649 | $2,792+66.5% | $2,463+88.8% | $3,034+53.2% |
| Participant deferral / active EE | $5,932 | $4,201+41.2% | $3,883+52.8% | $5,087+16.6% |
| Admin fee / account holder | $189 | $146+29.7% | $5,768-96.7% | $269-29.5% |