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 | $112,656 |
Service code 49 · EIN 51-6041053 | Other Services | $29,810 |
MORNINGSTAR2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,297 | $49,693+23.4% | $70,515-13.1% | $74,419-17.6% |
| Participation rate | 95.4% | 64.7%+30.8pp | 68.3%+27.1pp | 70.7%+24.7pp |
| Annual return | 20.75% | 21.22%-0.5pp | 32.77%-12.0pp | 34.38%-13.6pp |
| Employer contribution / active EE | $4,117 | $1,773+132.2% | $2,973+38.5% | $2,637+56.1% |
| Participant deferral / active EE | $6,088 | $3,376+80.4% | $4,567+33.3% | $4,528+34.5% |
| Admin fee / account holder | $172 | $316-45.5% | $6,412-97.3% | $348-50.6% |