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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,276 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $30,000 |
MORNINGSTAR3 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 | $87,055 | $108,549-19.8% | $156,263-44.3% | $85,563+1.7% |
| Participation rate | 98.3% | 77.1%+21.2pp | 78.9%+19.4pp | 66.0%+32.3pp |
| Annual return | 12.62% | 21.79%-9.2pp | 59.47%-46.9pp | 31.51%-18.9pp |
| Employer contribution / active EE | $3,630 | $2,690+35.0% | $4,333-16.2% | $2,654+36.8% |
| Participant deferral / active EE | $6,915 | $4,800+44.1% | $6,158+12.3% | $4,375+58.0% |
| Admin fee / account holder | $307 | $650-52.8% | $14,255-97.8% | $834-63.2% |