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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,805 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $15,830 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,979 | $62,603+24.6% | $104,294-25.2% | $66,914+16.5% |
| Participation rate | 91.9% | 59.6%+32.3pp | 73.3%+18.7pp | 69.8%+22.1pp |
| Annual return | -16.56% | -14.70%-1.9pp | 24.61%-41.2pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,715 | $1,972-13.0% | $3,372-49.1% | $2,544-32.6% |
| Participant deferral / active EE | $4,597 | $2,853+61.2% | $4,625-0.6% | $4,237+8.5% |
| Admin fee / account holder | $327 | $656-50.1% | $7,339-95.5% | $593-44.8% |