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 | $406,517 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $76,742 | $117,739-34.8% | $180,183-57.4% | $117,739-34.8% |
| Participation rate | 99.9% | 76.6%+23.2pp | 77.4%+22.4pp | 76.6%+23.2pp |
| Annual return | 19.80% | 17.29%+2.5pp | 27.86%-8.1pp | 17.29%+2.5pp |
| Employer contribution / active EE | $6,917 | $3,746+84.7% | $5,039+37.3% | $3,746+84.7% |
| Participant deferral / active EE | $8,260 | $6,128+34.8% | $6,822+21.1% | $6,128+34.8% |
| Admin fee / account holder | $69 | $112-38.7% | $19,975-99.7% | $112-38.7% |