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 36-4291971 | Advisory (Plan) | $19,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,049 |
MORNINGSTAR3 years 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.
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 | $55,507 | $89,465-38.0% | $164,866-66.3% | $77,671-28.5% |
| Participation rate | 99.8% | 78.6%+21.2pp | 78.6%+21.2pp | 70.6%+29.2pp |
| Annual return | 11.67% | 28.81%-17.1pp | 69.97%-58.3pp | 31.21%-19.5pp |
| Employer contribution / active EE | $1,459 | $2,568-43.2% | $4,343-66.4% | $2,726-46.5% |
| Participant deferral / active EE | $3,191 | $4,897-34.8% | $6,033-47.1% | $4,648-31.3% |
| Admin fee / account holder | $17 | $340-95.0% | $12,689-99.9% | $430-96.1% |