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 6-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,407 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $8,600 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,795 | $102,553-85.6% | $151,611-90.2% | $66,914-77.9% |
| Participation rate | 92.3% | 85.5%+6.8pp | 87.5%+4.8pp | 69.8%+22.5pp |
| Annual return | -16.08% | -10.82%-5.3pp | 3.33%-19.4pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,023 | $4,180-3.8% | $6,166-34.7% | $2,544+58.1% |
| Participant deferral / active EE | $7,494 | $6,641+12.9% | $8,363-10.4% | $4,237+76.9% |
| Admin fee / account holder | $266 | $630-57.8% | $11,616-97.7% | $593-55.2% |