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 | $188,711 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $49,978 |
JOHN J. SAMYN CPR LLC1 year Service code 10 · EIN 91-3179094 | Accounting | $14,750 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,276 | $48,698+13.5% | $93,606-40.9% | $199,593-72.3% |
| Participation rate | 39.3% | 63.5%-24.3pp | 68.7%-29.5pp | 72.0%-32.7pp |
| Annual return | 11.59% | 15.34%-3.7pp | 133.20%-121.6pp | 34.25%-22.7pp |
| Employer contribution / active EE | $269 | $1,135-76.3% | $2,420-88.9% | $3,034-91.1% |
| Participant deferral / active EE | $1,050 | $2,817-62.7% | $4,411-76.2% | $5,087-79.4% |
| Admin fee / account holder | $237 | $195+21.5% | $8,285-97.1% | $269-11.8% |