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 | $124,281 |
Service code 49 · EIN 74-2794194 | Other Services | $33,181 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES INC Service code 27 · EIN 37-1808847 | Advisory (Plan) | $5,805 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,894 | $47,126-40.8% | $149,673-81.4% | $74,419-62.5% |
| Participation rate | 89.2% | 63.4%+25.8pp | 78.8%+10.4pp | 70.7%+18.5pp |
| Annual return | 14.61% | 22.75%-8.1pp | 134.42%-119.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $988 | $1,905-48.1% | $4,818-79.5% | $2,637-62.5% |
| Participant deferral / active EE | $3,861 | $2,728+41.5% | $5,680-32.0% | $4,528-14.7% |
| Admin fee / account holder | $144 | $343-58.0% | $13,210-98.9% | $348-58.6% |