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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,384 |
PNC BANK, N.A.2 years Filed as: PNC BANK NA Service code 17 · EIN 22-1146430 | Pension Consulting | $39,103 |
MORNINGSTAR3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,776 | $54,517+117.9% | $75,972+56.3% | $74,495+59.4% |
| Participation rate | 91.5% | 60.3%+31.2pp | 69.1%+22.5pp | 67.2%+24.3pp |
| Annual return | 12.82% | 31.82%-19.0pp | 359.55%-346.7pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $4,114 | $1,777+131.5% | $2,685+53.2% | $2,623+56.9% |
| Participant deferral / active EE | $8,986 | $3,066+193.1% | $4,255+111.2% | $4,346+106.8% |
| Admin fee / account holder | $420 | $2,229-81.2% | $6,467-93.5% | $1,942-78.4% |