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 | $333,658 |
Service code 16 · EIN 13-3727333 | Consulting | $48,000 |
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 | $212,644 | $110,299+92.8% | $102,423+107.6% | $199,593+6.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 14.47% | 35.73%-21.3pp | 29.32%-14.8pp | 34.25%-19.8pp |
| Employer contribution / active EE | $9,870 | $3,603+173.9% | $3,023+226.5% | $3,034+225.3% |
| Participant deferral / active EE | $11,946 | $6,376+87.4% | $5,053+136.4% | $5,087+134.9% |
| Admin fee / account holder | $211 | $122+72.2% | $9,451-97.8% | $269-21.7% |