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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $139,486 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,217 |
MORNINGSTAR1 year 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 | $51,356 | $72,254-28.9% | $86,677-40.8% | $64,808-20.8% |
| Participation rate | 97.2% | 80.4%+16.8pp | 76.6%+20.7pp | 71.5%+25.8pp |
| Annual return | -15.26% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,479 | $2,393-38.2% | $2,836-47.9% | $2,506-41.0% |
| Participant deferral / active EE | $4,512 | $4,658-3.1% | $4,656-3.1% | $4,310+4.7% |
| Admin fee / account holder | $215 | $174+23.7% | $7,493-97.1% | $188+14.5% |