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 | $123,732 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,698 |
MORNINGSTAR3 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,586 | $98,727-9.3% | $113,168-20.8% | $85,563+4.7% |
| Participation rate | 94.8% | 80.8%+14.0pp | 76.6%+18.3pp | 66.0%+28.9pp |
| Annual return | 15.78% | 17.43%-1.7pp | 24.27%-8.5pp | 31.51%-15.7pp |
| Employer contribution / active EE | $3,764 | $2,907+29.5% | $2,975+26.5% | $2,654+41.8% |
| Participant deferral / active EE | $6,309 | $5,424+16.3% | $5,107+23.5% | $4,375+44.2% |
| Admin fee / account holder | $367 | $357+2.8% | $12,068-97.0% | $834-56.0% |