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 | $17,831 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,878 | $81,625-37.7% | $167,512-69.6% | $74,304-31.5% |
| Participation rate | 46.9% | 60.0%-13.1pp | 77.1%-30.1pp | 60.3%-13.4pp |
| Annual return | 20.36% | 26.09%-5.7pp | 1615.79%-1595.4pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,680 | $2,010-16.4% | $3,882-56.7% | $2,241-25.0% |
| Participant deferral / active EE | $3,187 | $4,115-22.5% | $6,405-50.2% | $3,767-15.4% |
| Admin fee / account holder | $125 | $3,474-96.4% | $9,769-98.7% | $2,969-95.8% |