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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,832 |
ARISTA GROUP LLC THE5 years Service code 49 · EIN 43-2088305 | Other Services | $18,535 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,839 | $96,484-4.8% | $156,263-41.2% | $74,304+23.6% |
| Participation rate | 96.1% | 67.7%+28.5pp | 78.9%+17.2pp | 60.3%+35.8pp |
| Annual return | 14.31% | 17.73%-3.4pp | 59.47%-45.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $5,084 | $2,528+101.1% | $4,333+17.3% | $2,241+126.8% |
| Participant deferral / active EE | $10,530 | $4,286+145.7% | $6,158+71.0% | $3,767+179.5% |
| Admin fee / account holder | $127 | $3,728-96.6% | $14,255-99.1% | $2,969-95.7% |