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 | $12,410 |
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $8,650 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,255 | $45,031-15.0% | $84,966-55.0% | $77,643-50.7% |
| Participation rate | 44.8% | 48.7%-3.9pp | 67.5%-22.7pp | 70.6%-25.7pp |
| Annual return | 13.36% | 79.22%-65.9pp | 66.38%-53.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $887 | $1,609-44.9% | $2,727-67.5% | $2,726-67.4% |
| Participant deferral / active EE | $2,024 | $2,807-27.9% | $4,519-55.2% | $4,647-56.4% |
| Admin fee / account holder | $32 | $912-96.5% | $6,149-99.5% | $430-92.5% |