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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,214 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $87,229 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,651 | $136,853-40.3% | $130,231-37.3% | $80,160+1.9% |
| Participation rate | 91.8% | 81.6%+10.1pp | 76.3%+15.5pp | 72.9%+18.8pp |
| Annual return | 18.79% | 22.66%-3.9pp | 38.77%-20.0pp | 40.38%-21.6pp |
| Employer contribution / active EE | $2,183 | $3,395-35.7% | $4,126-47.1% | $2,978-26.7% |
| Participant deferral / active EE | $5,540 | $5,856-5.4% | $6,799-18.5% | $5,017+10.4% |
| Admin fee / account holder | $141 | $184-23.4% | $6,020-97.7% | $145-2.7% |