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 | $54,953 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,783 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant 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 | $37,236 | $65,435-43.1% | $86,677-57.0% | $66,914-44.4% |
| Participation rate | 87.3% | 75.5%+11.8pp | 76.6%+10.7pp | 69.8%+17.5pp |
| Annual return | -14.91% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $497 | $2,153-76.9% | $2,836-82.5% | $2,544-80.5% |
| Participant deferral / active EE | $2,840 | $4,100-30.7% | $4,656-39.0% | $4,237-33.0% |
| Admin fee / account holder | $232 | $642-63.9% | $7,493-96.9% | $593-60.9% |