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 | $12,029 |
MORNINGSTAR3 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 | $126,595 | $88,890+42.4% | $102,423+23.6% | $77,643+63.0% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.5%+9.3pp | 70.6%+15.3pp |
| Annual return | 17.93% | 24.98%-7.1pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,416 | $2,698-10.4% | $3,023-20.1% | $2,726-11.4% |
| Participant deferral / active EE | $4,703 | $5,145-8.6% | $5,053-6.9% | $4,647+1.2% |
| Admin fee / account holder | $30 | $235-87.2% | $9,451-99.7% | $430-93.0% |