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 | $65,808 |
MONETA GROUP LLC1 year Filed as: MONETA INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $57,927 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,063 | $72,254+16.3% | $86,677-3.0% | $64,808+29.7% |
| Participation rate | 90.8% | 80.4%+10.3pp | 76.6%+14.2pp | 71.5%+19.3pp |
| Annual return | -16.04% | 392.42%-408.5pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,320 | $2,393-44.9% | $2,836-53.5% | $2,506-47.3% |
| Participant deferral / active EE | $5,141 | $4,658+10.4% | $4,656+10.4% | $4,310+19.3% |
| Admin fee / account holder | $353 | $174+102.7% | $7,493-95.3% | $188+87.7% |