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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,075 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,278 | $80,968-41.6% | $96,544-51.0% | $75,163-37.1% |
| Participation rate | 96.7% | 71.8%+24.9pp | 76.0%+20.7pp | 67.2%+29.5pp |
| Annual return | 19.56% | 27.06%-7.5pp | 25.84%-6.3pp | 160.62%-141.1pp |
| Employer contribution / active EE | $4,278 | $2,282+87.5% | $2,965+44.3% | $2,670+60.2% |
| Participant deferral / active EE | $7,097 | $3,928+80.7% | $4,851+46.3% | $4,125+72.0% |
| Admin fee / account holder | $173 | $6,724-97.4% | $8,252-97.9% | $5,651-96.9% |