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 | $194,539 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $80,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $59,853 | $88,480-32.4% | $96,683-38.1% | $80,160-25.3% |
| Participation rate | 95.9% | 79.9%+16.0pp | 74.3%+21.5pp | 72.9%+23.0pp |
| Annual return | 19.20% | 22.53%-3.3pp | 35.69%-16.5pp | 40.38%-21.2pp |
| Employer contribution / active EE | $2,766 | $4,176-33.8% | $3,737-26.0% | $2,978-7.1% |
| Participant deferral / active EE | $5,970 | $3,959+50.8% | $4,878+22.4% | $5,017+19.0% |
| Admin fee / account holder | $141 | $212-33.4% | $6,730-97.9% | $145-2.7% |