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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,942 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
MORNINGSTAR2 years 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 | $79,314 | $84,784-6.5% | $98,439-19.4% | $74,419+6.6% |
| Participation rate | 93.9% | 81.5%+12.4pp | 75.2%+18.7pp | 70.7%+23.2pp |
| Annual return | 15.47% | 20.59%-5.1pp | 21.16%-5.7pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,792 | $3,364-46.7% | $3,048-41.2% | $2,637-32.1% |
| Participant deferral / active EE | $5,147 | $5,218-1.4% | $4,738+8.6% | $4,528+13.7% |
| Admin fee / account holder | $104 | $204-49.3% | $8,948-98.8% | $348-70.2% |