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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,757 | $131,799-23.6% | $200,582-49.8% | $85,563+17.8% |
| Participation rate | 95.1% | 87.9%+7.2pp | 86.9%+8.2pp | 66.0%+29.1pp |
| Annual return | 14.86% | 21.59%-6.7pp | 42.33%-27.5pp | 31.51%-16.7pp |
| Employer contribution / active EE | $2,189 | $4,532-51.7% | $6,419-65.9% | $2,654-17.5% |
| Participant deferral / active EE | $8,909 | $7,702+15.7% | $9,331-4.5% | $4,375+103.6% |
| Admin fee / account holder | $260 | $235+10.6% | $16,305-98.4% | $834-68.8% |