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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,923 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 | Advisory (Plan) | $31,875 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $22,838 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $10,625 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,913 | $95,918-63.6% | $151,611-77.0% | $77,904-55.2% |
| Participation rate | 99.3% | 88.7%+10.5pp | 87.5%+11.8pp | 73.7%+25.6pp |
| Annual return | -16.43% | -5.50%-10.9pp | 3.33%-19.8pp | 12.21%-28.6pp |
| Employer contribution / active EE | $2,707 | $4,330-37.5% | $6,166-56.1% | $2,848-4.9% |
| Participant deferral / active EE | $7,182 | $7,508-4.3% | $8,363-14.1% | $4,806+49.4% |
| Admin fee / account holder | $100 | $93+7.3% | $11,616-99.1% | $133-24.5% |