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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $252,268 |
BUCK GLOBAL, LLC1 year Service code 27 · EIN 13-3954297 | Advisory (Plan) | $41,699 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $21,990 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $71,188 | $56,095+26.9% | $178,490-60.1% | $90,288-21.2% |
| Participation rate | 72.3% | 65.6%+6.7pp | 81.9%-9.6pp | 73.4%-1.1pp |
| Annual return | 15.64% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $2,767 | $1,572+76.0% | $5,011-44.8% | $2,524+9.6% |
| Participant deferral / active EE | $5,510 | $2,669+106.5% | $5,202+5.9% | $4,232+30.2% |
| Admin fee / account holder | $101 | $101+0.6% | $13,984-99.3% | $114-11.3% |