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 | $80,258 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,078 | $103,024+2.0% | $112,040-6.2% | $79,634+32.0% |
| Participation rate | 70.1% | 80.6%-10.5pp | 76.5%-6.4pp | 62.5%+7.6pp |
| Annual return | 13.98% | 17.60%-3.6pp | 24.52%-10.5pp | 36.46%-22.5pp |
| Employer contribution / active EE | $2,001 | $3,015-33.6% | $2,954-32.2% | $2,529-20.9% |
| Participant deferral / active EE | $4,556 | $5,233-12.9% | $5,098-10.6% | $3,835+18.8% |
| Admin fee / account holder | $176 | $465-62.1% | $12,098-98.5% | $1,002-82.4% |