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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,112 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $38,809 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,692 | $101,317+65.5% | $146,958+14.1% | $74,495+125.1% |
| Participation rate | 88.7% | 75.5%+13.2pp | 82.2%+6.5pp | 67.2%+21.5pp |
| Annual return | 11.98% | 8730.91%-8718.9pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,625 | $3,810-31.1% | $4,933-46.8% | $2,623+0.1% |
| Participant deferral / active EE | $7,265 | $7,303-0.5% | $8,070-10.0% | $4,346+67.2% |
| Admin fee / account holder | $405 | $1,739-76.7% | $12,998-96.9% | $1,942-79.2% |