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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,868 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES Service code 13 · EIN 99-2539506 | Contract Administrator | $44,465 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,757 | $130,224-22.6% | $197,124-48.9% | $79,634+26.5% |
| Participation rate | 95.1% | 87.8%+7.3pp | 86.7%+8.4pp | 62.5%+32.6pp |
| Annual return | 14.86% | 23.65%-8.8pp | 44.34%-29.5pp | 36.46%-21.6pp |
| Employer contribution / active EE | $2,189 | $4,314-49.3% | $6,227-64.8% | $2,529-13.5% |
| Participant deferral / active EE | $8,909 | $7,378+20.8% | $9,135-2.5% | $3,835+132.3% |
| Admin fee / account holder | $260 | $254+2.1% | $16,298-98.4% | $1,002-74.1% |