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 4-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,105 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $39,596 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,253 | $99,078-28.1% | $96,544-26.2% | $74,419-4.3% |
| Participation rate | 95.4% | 80.7%+14.8pp | 76.0%+19.5pp | 70.7%+24.7pp |
| Annual return | 20.12% | 22.48%-2.4pp | 25.84%-5.7pp | 34.38%-14.3pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,401 | $4,933-31.1% | $4,851-29.9% | $4,528-24.9% |
| Admin fee / account holder | $212 | $225-5.7% | $8,252-97.4% | $348-39.1% |