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 | $101,402 |
BAIRD INSURANCE SERVICES INC11+ years Service code 49 · EIN 39-1236032 | Other Services | $2,438 |
MORNINGSTAR2 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,002 | $86,944+7.0% | $107,525-13.5% | $74,304+25.2% |
| Participation rate | 80.5% | 59.6%+20.9pp | 75.1%+5.4pp | 60.3%+20.2pp |
| Annual return | 13.14% | 23.52%-10.4pp | 181.32%-168.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,474 | $2,757-46.5% | $3,754-60.7% | $2,241-34.2% |
| Participant deferral / active EE | $7,383 | $3,554+107.7% | $5,116+44.3% | $3,767+96.0% |
| Admin fee / account holder | $453 | $3,727-87.9% | $8,919-94.9% | $2,969-84.8% |