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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,718 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $7,773 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $47,165 | $51,197-7.9% | $82,719-43.0% | $66,914-29.5% |
| Participation rate | 77.1% | 67.8%+9.2pp | 72.6%+4.5pp | 69.8%+7.3pp |
| Annual return | -19.33% | -9.64%-9.7pp | 701.18%-720.5pp | 1.58%-20.9pp |
| Employer contribution / active EE | $910 | $2,611-65.1% | $3,009-69.8% | $2,544-64.2% |
| Participant deferral / active EE | $3,094 | $3,458-10.5% | $4,395-29.6% | $4,237-27.0% |
| Admin fee / account holder | $98 | $416-76.4% | $5,329-98.2% | $593-83.4% |