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 | $17,246 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $6,599 |
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $5,740 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,236 | $52,208+11.5% | $86,612-32.8% | $74,419-21.7% |
| Participation rate | 77.9% | 66.3%+11.5pp | 71.7%+6.2pp | 70.7%+7.1pp |
| Annual return | 56.14% | 44.46%+11.7pp | 591.07%-534.9pp | 34.38%+21.8pp |
| Employer contribution / active EE | $834 | $2,282-63.5% | $3,022-72.4% | $2,637-68.4% |
| Participant deferral / active EE | $2,925 | $3,383-13.5% | $4,438-34.1% | $4,528-35.4% |
| Admin fee / account holder | $67 | $319-79.0% | $5,614-98.8% | $348-80.8% |