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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,637 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,090 | $56,317+367.2% | $71,209+269.5% | $74,304+254.1% |
| Participation rate | 99.4% | 55.1%+44.3pp | 73.8%+25.6pp | 60.3%+39.0pp |
| Annual return | 11.32% | 42.83%-31.5pp | 282.51%-271.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $8,424 | $2,160+290.0% | $2,721+209.6% | $2,241+275.9% |
| Participant deferral / active EE | $8,358 | $2,788+199.8% | $4,175+100.2% | $3,767+121.9% |
| Admin fee / account holder | $112 | $2,290-95.1% | $5,349-97.9% | $2,969-96.2% |