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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,695 |
PRIVATE ADVISOR GROUP LLC3 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $34,907 |
MORNINGSTAR2 years 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.)
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 | $98,584 | $54,701+80.2% | $86,188+14.4% | $71,457+38.0% |
| Participation rate | 77.4% | 60.1%+17.3pp | 69.0%+8.4pp | 67.9%+9.5pp |
| Annual return | 16.73% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $638 | $1,265-49.6% | $2,380-73.2% | $2,588-75.4% |
| Participant deferral / active EE | $6,291 | $3,108+102.4% | $3,985+57.9% | $4,289+46.7% |
| Admin fee / account holder | $375 | $1,922-80.5% | $6,852-94.5% | $1,587-76.4% |