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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,105 |
Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,112 | $100,923+78.5% | $150,045+20.0% | $74,304+142.4% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 15.25% | 51.77%-36.5pp | 62.55%-47.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,557 | $3,463-55.0% | $4,693-66.8% | $2,241-30.5% |
| Participant deferral / active EE | $13,104 | $6,709+95.3% | $7,997+63.9% | $3,767+247.8% |
| Admin fee / account holder | $321 | $2,767-88.4% | $13,435-97.6% | $2,969-89.2% |