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 | $287,599 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,749 | $126,111-65.3% | $142,449-69.3% | $80,160-45.4% |
| Participation rate | 98.2% | 87.5%+10.7pp | 76.8%+21.4pp | 72.9%+25.3pp |
| Annual return | 24.00% | 23.39%+0.6pp | 19.99%+4.0pp | 40.38%-16.4pp |
| Employer contribution / active EE | $6,504 | $6,430+1.2% | $4,847+34.2% | $2,978+118.4% |
| Participant deferral / active EE | $7,595 | $7,822-2.9% | $6,283+20.9% | $5,017+51.4% |
| Admin fee / account holder | $51 | $92-44.4% | $10,011-99.5% | $145-64.6% |