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 | $121,724 |
Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,192 | $106,110+46.3% | $147,005+5.6% | $77,671+99.8% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 13.86% | 56.77%-42.9pp | 418.76%-404.9pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,022 | $4,065-74.9% | $4,934-79.3% | $2,726-62.5% |
| Participant deferral / active EE | $13,344 | $7,992+67.0% | $8,070+65.4% | $4,648+187.1% |
| Admin fee / account holder | $276 | $338-18.3% | $13,006-97.9% | $430-35.9% |