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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,761 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $44,161 |
MORNINGSTAR2 years 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 | $81,896 | $88,890-7.9% | $102,423-20.0% | $77,643+5.5% |
| Participation rate | 95.8% | 80.9%+14.8pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 21.41% | 24.98%-3.6pp | 29.32%-7.9pp | 31.24%-9.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,639 | $5,145-29.3% | $5,053-28.0% | $4,647-21.7% |
| Admin fee / account holder | $240 | $235+2.0% | $9,451-97.5% | $430-44.2% |