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 | $70,498 |
MONETA GROUP LLC8 years Filed as: MONETA GROUP INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $66,344 |
MORNINGSTAR3 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 | $105,053 | $88,890+18.2% | $102,423+2.6% | $77,643+35.3% |
| Participation rate | 86.6% | 80.9%+5.7pp | 76.5%+10.2pp | 70.6%+16.1pp |
| Annual return | 12.60% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,254 | $2,698-53.5% | $3,023-58.5% | $2,726-54.0% |
| Participant deferral / active EE | $5,223 | $5,145+1.5% | $5,053+3.4% | $4,647+12.4% |
| Admin fee / account holder | $369 | $235+56.7% | $9,451-96.1% | $430-14.3% |