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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,522 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 34-1897225 | Accounting | $11,333 |
S B H U LIFE AGENCY INC8+ years Service code 49 · EIN 13-2896238 | Other Services | $7,905 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $34,748 | $82,202-57.7% | $125,339-72.3% | $64,808-46.4% |
| Participation rate | 81.3% | 77.9%+3.4pp | 82.4%-1.1pp | 71.5%+9.8pp |
| Annual return | -15.75% | 3.48%-19.2pp | 572.05%-587.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,991 | $7,175-16.5% | $7,446-19.5% | $4,310+39.0% |
| Admin fee / account holder | $174 | $163+6.7% | $10,010-98.3% | $188-7.3% |