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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,705 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $69,347 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGT. LLC Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,007 | $45,000+24.5% | $143,757-61.0% | $77,904-28.1% |
| Participation rate | 60.8% | 66.8%-6.0pp | 80.3%-19.5pp | 73.7%-12.9pp |
| Annual return | -15.26% | 29.03%-44.3pp | -0.04%-15.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $2,099 | $1,870+12.3% | $4,951-57.6% | $2,848-26.3% |
| Participant deferral / active EE | $4,930 | $3,157+56.2% | $5,637-12.5% | $4,806+2.6% |
| Admin fee / account holder | $35 | $98-64.2% | $14,673-99.8% | $133-73.4% |