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 | $56,780 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,784 |
MORNINGSTAR2 years 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.
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 | $38,573 | $76,050-49.3% | $96,544-60.0% | $71,457-46.0% |
| Participation rate | 89.9% | 74.4%+15.5pp | 76.0%+13.9pp | 67.9%+22.0pp |
| Annual return | 13.57% | 22.81%-9.2pp | 25.84%-12.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $521 | $2,244-76.8% | $2,965-82.4% | $2,588-79.8% |
| Participant deferral / active EE | $2,956 | $4,215-29.9% | $4,851-39.1% | $4,289-31.1% |
| Admin fee / account holder | $228 | $2,707-91.6% | $8,252-97.2% | $1,587-85.6% |