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 | $13,602 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,213 | $76,050-82.6% | $96,544-86.3% | $71,457-81.5% |
| Participation rate | 92.6% | 74.4%+18.2pp | 76.0%+16.6pp | 67.9%+24.6pp |
| Annual return | 29.63% | 22.81%+6.8pp | 25.84%+3.8pp | 28.85%+0.8pp |
| Employer contribution / active EE | $548 | $2,244-75.6% | $2,965-81.5% | $2,588-78.8% |
| Participant deferral / active EE | $3,902 | $4,215-7.4% | $4,851-19.6% | $4,289-9.0% |
| Admin fee / account holder | $93 | $2,707-96.6% | $8,252-98.9% | $1,587-94.1% |