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 | $212,737 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $88,413 |
MORNINGSTAR4 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 | $203,880 | $145,877+39.8% | $150,045+35.9% | $102,872+98.2% |
| Participation rate | 99.1% | 79.8%+19.2pp | 82.3%+16.8pp | 73.0%+26.1pp |
| Annual return | 16.90% | 21.37%-4.5pp | 62.55%-45.6pp | 19.06%-2.2pp |
| Employer contribution / active EE | $4,094 | $4,710-13.1% | $4,693-12.8% | $3,526+16.1% |
| Participant deferral / active EE | $12,849 | $9,491+35.4% | $7,997+60.7% | $5,535+132.1% |
| Admin fee / account holder | $117 | $176-33.7% | $13,435-99.1% | $292-60.1% |