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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,016 |
Filed as: NATHAN WECHSLER & COMPAN Service code 10 · EIN 02-0327524 | Accounting | $16,000 |
MORNINGSTAR3 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 | $81,881 | $92,055-11.1% | $106,213-22.9% | $77,643+5.5% |
| Participation rate | 91.6% | 81.0%+10.6pp | 75.3%+16.4pp | 70.6%+21.1pp |
| Annual return | 16.25% | 17.91%-1.7pp | 116.14%-99.9pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,744 | $3,367-48.2% | $3,171-45.0% | $2,726-36.0% |
| Participant deferral / active EE | $5,234 | $5,386-2.8% | $5,016+4.4% | $4,647+12.6% |
| Admin fee / account holder | $176 | $219-19.5% | $11,033-98.4% | $430-59.0% |