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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,616 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,473 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 · EIN 22-1146430 | Advisory (Plan) | $12,637 |
MORNINGSTAR2 years 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.)
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 | $103,816 | $51,045+103.4% | $70,515+47.2% | $71,457+45.3% |
| Participation rate | 94.3% | 59.4%+34.9pp | 68.3%+26.0pp | 67.9%+26.4pp |
| Annual return | 17.19% | 42.63%-25.4pp | 32.77%-15.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,961 | $1,790+121.2% | $2,973+33.2% | $2,588+53.1% |
| Participant deferral / active EE | $8,697 | $3,026+187.4% | $4,567+90.4% | $4,289+102.8% |
| Admin fee / account holder | $344 | $1,994-82.7% | $6,412-94.6% | $1,587-78.3% |