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 | $28,663 |
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 | $137,624 | $102,553+34.2% | $151,611-9.2% | $66,914+105.7% |
| Participation rate | 97.8% | 85.5%+12.3pp | 87.5%+10.3pp | 69.8%+28.0pp |
| Annual return | -16.91% | -10.82%-6.1pp | 3.33%-20.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $7,094 | $4,180+69.7% | $6,166+15.0% | $2,544+178.8% |
| Participant deferral / active EE | $6,767 | $6,641+1.9% | $8,363-19.1% | $4,237+59.7% |
| Admin fee / account holder | $120 | $630-81.0% | $11,616-99.0% | $593-79.8% |