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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,884 |
PRIVATE ADVISOR GROUP LLC2 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $35,479 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,113 | $49,451+102.4% | $79,550+25.9% | $66,914+49.6% |
| Participation rate | 72.5% | 61.3%+11.2pp | 69.5%+3.0pp | 69.8%+2.7pp |
| Annual return | -15.52% | 84.25%-99.8pp | 0.16%-15.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $762 | $1,266-39.8% | $2,413-68.4% | $2,544-70.1% |
| Participant deferral / active EE | $6,842 | $3,159+116.6% | $3,985+71.7% | $4,237+61.5% |
| Admin fee / account holder | $435 | $595-26.8% | $6,832-93.6% | $593-26.6% |