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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,969 |
Filed as: PRINCIPAL SECURITIES INC Service code 17 · EIN 42-0941553 | Pension Consulting | $30,315 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,350 | $57,651+56.7% | $112,229-19.5% | $71,457+26.4% |
| Participation rate | 98.9% | 58.9%+40.0pp | 72.4%+26.5pp | 67.9%+31.0pp |
| Annual return | 17.91% | 18.32%-0.4pp | 30.20%-12.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,837 | $1,913-4.0% | $3,430-46.5% | $2,588-29.0% |
| Participant deferral / active EE | $4,986 | $2,863+74.2% | $4,798+3.9% | $4,289+16.3% |
| Admin fee / account holder | $313 | $1,581-80.2% | $7,748-96.0% | $1,587-80.3% |