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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $151,257 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $69,084 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,697 | $66,457-26.7% | $81,438-40.2% | $77,671-37.3% |
| Participation rate | 97.2% | 68.7%+28.5pp | 69.5%+27.7pp | 70.6%+26.6pp |
| Annual return | 11.03% | 15.93%-4.9pp | 24.74%-13.7pp | 31.21%-20.2pp |
| Employer contribution / active EE | $1,995 | $2,159-7.6% | $2,460-18.9% | $2,726-26.8% |
| Participant deferral / active EE | $4,788 | $3,679+30.1% | $3,883+23.3% | $4,648+3.0% |
| Admin fee / account holder | $209 | $583-64.1% | $5,764-96.4% | $430-51.5% |