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 | $28,533 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return 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 | $21,091 | $49,915-57.7% | $154,803-86.4% | $74,304-71.6% |
| Participation rate | 83.9% | 54.0%+30.0pp | 78.1%+5.8pp | 60.3%+23.6pp |
| Annual return | 11.37% | 34.06%-22.7pp | 58.88%-47.5pp | 29.43%-18.1pp |
| Employer contribution / active EE | $2,571 | $1,611+59.5% | $4,305-40.3% | $2,241+14.7% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $194 | $2,189-91.1% | $14,329-98.6% | $2,969-93.5% |