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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $52,295 |
Filed as: LEUMI INVESTMENT SERVICES Service code 27 | Advisory (Plan) | $23,375 |
PPC INC6 years Service code 13 | Contract Administrator | $6,313 |
PPC INC3 years Filed as: PPC, INC. Service code 13 · EIN 13-3384874 | Contract Administrator | $250 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT 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 | $65,253 | $80,138-18.6% | $130,231-49.9% | $71,457-8.7% |
| Participation rate | 92.3% | 71.0%+21.3pp | 76.3%+16.0pp | 67.9%+24.4pp |
| Annual return | 18.84% | 16.81%+2.0pp | 38.77%-19.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,597 | $2,834-8.4% | $4,126-37.0% | $2,588+0.4% |
| Participant deferral / active EE | $2,855 | $4,641-38.5% | $6,799-58.0% | $4,289-33.4% |
| Admin fee / account holder | $223 | $1,035-78.5% | $6,020-96.3% | $1,587-86.0% |