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 | $74,661-31.9% | $160,784-68.4% | $67,986-25.2% |
| Participation rate | 46.9% | 57.1%-10.2pp | 77.0%-30.0pp | 57.2%-10.3pp |
| Annual return | 20.36% | 28.83%-8.5pp | 1803.92%-1783.6pp | 31.67%-11.3pp |
| Employer contribution / active EE | $1,680 | $1,829-8.1% | $3,733-55.0% | $2,019-16.8% |
| Participant deferral / active EE | $3,187 | $3,681-13.4% | $6,293-49.4% | $3,358-5.1% |
| Admin fee / account holder | $125 | $3,959-96.9% | $9,717-98.7% | $3,203-96.1% |