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 7-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,304 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,819 | $84,784+1.2% | $98,439-12.8% | $74,419+15.3% |
| Participation rate | 91.1% | 81.5%+9.6pp | 75.2%+16.0pp | 70.7%+20.4pp |
| Annual return | 21.13% | 20.59%+0.5pp | 21.16%0pp | 34.38%-13.2pp |
| Employer contribution / active EE | $2,158 | $3,364-35.9% | $3,048-29.2% | $2,637-18.2% |
| Participant deferral / active EE | $5,440 | $5,218+4.2% | $4,738+14.8% | $4,528+20.1% |
| Admin fee / account holder | $158 | $204-22.8% | $8,948-98.2% | $348-54.6% |