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 | $371,083 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,518 | $99,062-39.9% | $153,485-61.2% | $99,062-39.9% |
| Participation rate | 97.7% | 71.6%+26.1pp | 77.1%+20.6pp | 71.6%+26.1pp |
| Annual return | 18.60% | 17.66%+0.9pp | 15.65%+2.9pp | 17.66%+0.9pp |
| Employer contribution / active EE | $6,822 | $3,262+109.1% | $5,039+35.4% | $3,262+109.1% |
| Participant deferral / active EE | $8,103 | $5,331+52.0% | $6,757+19.9% | $5,331+52.0% |
| Admin fee / account holder | $65 | $109-40.7% | $12,724-99.5% | $109-40.7% |