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 | $67,125 |
MONETA GROUP LLC1 year Filed as: MONETA INVESTMENT ADVISO Service code 27 · EIN 20-1903821 | Advisory (Plan) | $57,225 |
MORNINGSTAR2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,263 | $99,078-0.8% | $96,544+1.8% | $74,419+32.0% |
| Participation rate | 86.1% | 80.7%+5.5pp | 76.0%+10.2pp | 70.7%+15.4pp |
| Annual return | 17.34% | 22.48%-5.1pp | 25.84%-8.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,288 | $2,570-49.9% | $2,965-56.5% | $2,637-51.1% |
| Participant deferral / active EE | $5,174 | $4,933+4.9% | $4,851+6.7% | $4,528+14.3% |
| Admin fee / account holder | $349 | $225+55.5% | $8,252-95.8% | $348+0.4% |