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 | $101,862 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $27,425 |
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 | $31,814 | $50,815-37.4% | $155,509-79.5% | $77,643-59.0% |
| Participation rate | 91.8% | 63.1%+28.7pp | 78.2%+13.7pp | 70.6%+21.3pp |
| Annual return | 12.24% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,029 | $1,993-48.4% | $4,672-78.0% | $2,726-62.3% |
| Participant deferral / active EE | $4,343 | $2,822+53.9% | $5,626-22.8% | $4,647-6.6% |
| Admin fee / account holder | $141 | $437-67.8% | $15,912-99.1% | $430-67.4% |