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 | $55,351 |
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 49 · EIN 52-2114207 | Other Services | $6,712 |
MORNINGSTAR1 year 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 | $37,843 | $36,981+2.3% | $69,701-45.7% | $77,671-51.3% |
| Participation rate | 92.6% | 64.2%+28.4pp | 66.4%+26.2pp | 70.6%+22.0pp |
| Annual return | 15.46% | 29.30%-13.8pp | 100.32%-84.9pp | 31.21%-15.8pp |
| Employer contribution / active EE | $1,571 | $1,267+24.0% | $1,713-8.3% | $2,726-42.4% |
| Participant deferral / active EE | $3,503 | $2,750+27.4% | $2,887+21.3% | $4,648-24.6% |
| Admin fee / account holder | $133 | $511-73.9% | $4,717-97.2% | $430-69.1% |