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 | $16,071 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $98,414 | $72,254+36.2% | $86,677+13.5% | $64,808+51.9% |
| Participation rate | 71.5% | 80.4%-8.9pp | 76.6%-5.0pp | 71.5%+0.1pp |
| Annual return | -15.67% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,093 | $2,393-12.5% | $2,836-26.2% | $2,506-16.5% |
| Participant deferral / active EE | $3,752 | $4,658-19.4% | $4,656-19.4% | $4,310-12.9% |
| Admin fee / account holder | $36 | $174-79.0% | $7,493-99.5% | $188-80.6% |