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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,452 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $15,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $65,728 | $74,024-11.2% | $77,999-15.7% | $57,658+14.0% |
| Participation rate | 96.2% | 79.7%+16.4pp | 75.5%+20.7pp | 70.2%+25.9pp |
| Annual return | 7.76% | 12.14%-4.4pp | 425.96%-418.2pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,257 | $2,365-4.6% | $2,470-8.6% | $1,974+14.4% |
| Participant deferral / active EE | $3,967 | $3,533+12.3% | $3,497+13.4% | $3,061+29.6% |
| Admin fee / account holder | $97 | $93+4.3% | $5,480-98.2% | $95+2.8% |