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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,112 |
CROWE LLP2 years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $16,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,973 | $134,045-51.5% | $80,019-18.8% | $75,289-13.7% |
| Participation rate | 98.6% | 85.8%+12.9pp | 75.8%+22.8pp | 72.4%+26.2pp |
| Annual return | -4.81% | -0.56%-4.2pp | 11.22%-16.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,686 | $3,492-23.1% | $2,468+8.8% | $2,405+11.7% |
| Participant deferral / active EE | $4,057 | $4,976-18.5% | $3,686+10.1% | $3,739+8.5% |
| Admin fee / account holder | $78 | $124-36.7% | $6,521-98.8% | $102-23.3% |