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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,549 |
PRIVATE ADVISOR GROUP LLC4 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $40,641 |
MORNINGSTAR3 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 | $122,041 | $59,417+105.4% | $93,606+30.4% | $74,495+63.8% |
| Participation rate | 75.0% | 59.7%+15.3pp | 68.7%+6.3pp | 67.2%+7.8pp |
| Annual return | 12.84% | 81.83%-69.0pp | 133.20%-120.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $594 | $1,264-53.0% | $2,420-75.5% | $2,623-77.4% |
| Participant deferral / active EE | $5,783 | $3,050+89.6% | $4,411+31.1% | $4,346+33.1% |
| Admin fee / account holder | $471 | $3,021-84.4% | $8,285-94.3% | $1,942-75.8% |