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 | $117,507 |
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 | $174,876 | $119,446+46.4% | $150,045+16.5% | $85,563+104.4% |
| Participation rate | 89.7% | 75.4%+14.3pp | 82.3%+7.4pp | 66.0%+23.7pp |
| Annual return | 18.03% | 23.72%-5.7pp | 62.55%-44.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $5,103 | $4,078+25.1% | $4,693+8.7% | $2,654+92.3% |
| Participant deferral / active EE | $13,160 | $7,985+64.8% | $7,997+64.6% | $4,375+200.8% |
| Admin fee / account holder | $228 | $548-58.3% | $13,435-98.3% | $834-72.6% |