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 | $30,742 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $12,808 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $51,128 | $65,908-22.4% | $81,812-37.5% | $77,643-34.1% |
| Participation rate | 95.2% | 65.8%+29.4pp | 72.3%+22.8pp | 70.6%+24.6pp |
| Annual return | 13.81% | 26.64%-12.8pp | 773.79%-760.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,044 | $2,370-56.0% | $2,912-64.2% | $2,726-61.7% |
| Participant deferral / active EE | $3,845 | $3,505+9.7% | $4,319-11.0% | $4,647-17.3% |
| Admin fee / account holder | $100 | $526-81.0% | $7,386-98.6% | $430-76.8% |