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 | $9,796 |
S B H U LIFE AGENCY INC9+ years Service code 49 · EIN 13-2896238 | Other Services | $2,644 |
MORNINGSTAR2 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 | $151,450 | $76,670+97.5% | $96,683+56.6% | $71,457+111.9% |
| Participation rate | 93.8% | 66.6%+27.2pp | 74.3%+19.5pp | 67.9%+25.9pp |
| Annual return | 16.45% | 48.29%-31.8pp | 35.69%-19.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,773 | $3,031-41.5% | $3,737-52.6% | $2,588-31.5% |
| Participant deferral / active EE | $6,709 | $3,771+77.9% | $4,878+37.5% | $4,289+56.4% |
| Admin fee / account holder | $73 | $2,028-96.4% | $6,730-98.9% | $1,587-95.4% |