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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,922 |
Service code 49 · EIN 51-6041053 | Other Services | $22,493 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,395 | $51,288+23.6% | $81,983-22.7% | $73,409-13.6% |
| Participation rate | 89.7% | 64.0%+25.8pp | 69.2%+20.5pp | 72.2%+17.6pp |
| Annual return | 14.41% | 29.48%-15.1pp | 41.31%-26.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,331 | $1,487-10.5% | $2,498-46.7% | $2,234-40.4% |
| Participant deferral / active EE | $4,295 | $2,715+58.2% | $3,722+15.4% | $3,805+12.9% |
| Admin fee / account holder | $192 | $125+53.5% | $5,664-96.6% | $158+21.8% |