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 | $120,338 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $30,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,251 | $89,436-5.8% | $164,813-48.9% | $77,643+8.5% |
| Participation rate | 99.4% | 78.6%+20.7pp | 78.6%+20.8pp | 70.6%+28.8pp |
| Annual return | 11.37% | 28.83%-17.5pp | 69.93%-58.6pp | 31.24%-19.9pp |
| Employer contribution / active EE | $3,767 | $2,569+46.7% | $4,341-13.2% | $2,726+38.2% |
| Participant deferral / active EE | $7,211 | $4,897+47.3% | $6,031+19.6% | $4,647+55.2% |
| Admin fee / account holder | $309 | $339-9.1% | $12,690-97.6% | $430-28.3% |