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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,782 |
Service code 49 · EIN 74-2794194 | Other Services | $6,823 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant 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 | $39,107 | $117,025-66.6% | $91,541-57.3% | $85,563-54.3% |
| Participation rate | 78.8% | 64.2%+14.5pp | 69.8%+9.0pp | 66.0%+12.8pp |
| Annual return | 15.35% | 18.02%-2.7pp | 20.50%-5.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $418 | $2,120-80.3% | $2,505-83.3% | $2,654-84.3% |
| Participant deferral / active EE | $1,812 | $3,446-47.4% | $4,008-54.8% | $4,375-58.6% |
| Admin fee / account holder | $46 | $1,242-96.3% | $6,956-99.3% | $834-94.5% |