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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,907 |
Filed as: BENJAMIN F EDWARDS & COMPANY Service code 27 · EIN 26-3199152 | Advisory (Plan) | $84,549 |
MORNINGSTAR1 year 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,947 | $101,317+56.9% | $146,958+8.2% | $74,495+113.4% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 14.03% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,969 | $3,810+4.2% | $4,933-19.5% | $2,623+51.3% |
| Participant deferral / active EE | $8,865 | $7,303+21.4% | $8,070+9.8% | $4,346+104.0% |
| Admin fee / account holder | $915 | $1,739-47.4% | $12,998-93.0% | $1,942-52.9% |