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 |
|---|---|---|
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $199,648 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $170,987 |
MORNINGSTAR1 year 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,714 | $71,964+130.3% | $167,512-1.1% | $85,563+93.7% |
| Participation rate | 94.8% | 61.0%+33.8pp | 77.1%+17.7pp | 66.0%+28.8pp |
| Annual return | 17.95% | 18.83%-0.9pp | 1615.79%-1597.8pp | 31.51%-13.6pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $17,974 | $4,110+337.4% | $6,405+180.6% | $4,375+310.8% |
| Admin fee / account holder | $545 | $815-33.2% | $9,769-94.4% | $834-34.7% |