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 8-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 | $281,315 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $50,000 |
MORNINGSTAR1 year 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 | $213,395 | $122,186+74.6% | $146,958+45.2% | $199,593+6.9% |
| Participation rate | 84.4% | 78.3%+6.1pp | 82.2%+2.3pp | 72.0%+12.4pp |
| Annual return | 15.54% | 30.56%-15.0pp | 418.34%-402.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,149 | $4,093+1.4% | $4,933-15.9% | $3,034+36.7% |
| Participant deferral / active EE | $9,583 | $8,502+12.7% | $8,070+18.8% | $5,087+88.4% |
| Admin fee / account holder | $242 | $179+35.1% | $12,998-98.1% | $269-10.1% |