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 | $104,661 |
Service code 49 · EIN 51-6041053 | Other Services | $28,482 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,293 | $44,764+14.6% | $68,791-25.4% | $64,808-20.9% |
| Participation rate | 93.7% | 64.8%+29.0pp | 69.0%+24.7pp | 71.5%+22.3pp |
| Annual return | -16.29% | -10.91%-5.4pp | -6.38%-9.9pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,294 | $1,775+85.6% | $2,655+24.1% | $2,506+31.5% |
| Participant deferral / active EE | $5,052 | $3,238+56.0% | $3,941+28.2% | $4,310+17.2% |
| Admin fee / account holder | $169 | $151+11.9% | $4,932-96.6% | $188-9.8% |