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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $315,867 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $159,135 |
RUBINBROWN LLP1+ years Filed as: RUBINBROWN,LLP Service code 10 · EIN 43-0765316 | Accounting | $21,900 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $117,465 | $110,299+6.5% | $102,423+14.7% | $199,593-41.1% |
| Participation rate | 96.4% | 86.3%+10.1pp | 76.5%+19.9pp | 72.0%+24.5pp |
| Annual return | 17.14% | 35.73%-18.6pp | 29.32%-12.2pp | 34.25%-17.1pp |
| Employer contribution / active EE | $6,248 | $3,603+73.4% | $3,023+106.7% | $3,034+105.9% |
| Participant deferral / active EE | $6,025 | $6,376-5.5% | $5,053+19.2% | $5,087+18.4% |
| Admin fee / account holder | $137 | $122+12.4% | $9,451-98.5% | $269-48.9% |