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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,792 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,269 | $81,908-20.3% | $90,749-28.1% | $64,808+0.7% |
| Participation rate | 93.3% | 80.5%+12.9pp | 75.7%+17.7pp | 71.5%+21.9pp |
| Annual return | -15.79% | -12.53%-3.3pp | -12.16%-3.6pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,667 | $3,065-45.6% | $2,921-42.9% | $2,506-33.5% |
| Participant deferral / active EE | $4,692 | $4,840-3.1% | $4,564+2.8% | $4,310+8.9% |
| Admin fee / account holder | $42 | $157-73.0% | $8,445-99.5% | $188-77.4% |