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 | $181,028 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $105,066 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,655 | $91,621-66.5% | $67,511-54.6% | $77,671-60.5% |
| Participation rate | 98.8% | 76.0%+22.9pp | 72.9%+25.9pp | 70.6%+28.2pp |
| Annual return | 16.82% | 14.87%+1.9pp | 3517.41%-3500.6pp | 31.21%-14.4pp |
| Employer contribution / active EE | $980 | $3,184-69.2% | $2,733-64.1% | $2,726-64.0% |
| Participant deferral / active EE | $4,784 | $3,906+22.5% | $4,000+19.6% | $4,648+2.9% |
| Admin fee / account holder | $186 | $176+5.7% | $3,999-95.3% | $430-56.7% |