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 | $98,727+6.4% | $113,168-7.1% | $85,563+22.8% |
| Participation rate | 70.1% | 80.8%-10.8pp | 76.6%-6.5pp | 66.0%+4.1pp |
| Annual return | 13.98% | 17.43%-3.4pp | 24.27%-10.3pp | 31.51%-17.5pp |
| Employer contribution / active EE | $2,001 | $2,907-31.1% | $2,975-32.7% | $2,654-24.6% |
| Participant deferral / active EE | $4,556 | $5,424-16.0% | $5,107-10.8% | $4,375+4.1% |
| Admin fee / account holder | $176 | $357-50.5% | $12,068-98.5% | $834-78.9% |