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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,989 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $76,519 |
USI CONSULTING GROUP7+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $4,218 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $203,249 | $120,450+68.7% | $159,436+27.5% | $93,030+118.5% |
| Participation rate | 99.3% | 78.0%+21.3pp | 82.8%+16.5pp | 73.9%+25.4pp |
| Annual return | 18.44% | 27.11%-8.7pp | 263.57%-245.1pp | 158.70%-140.3pp |
| Employer contribution / active EE | $3,641 | $3,526+3.3% | $4,829-24.6% | $2,706+34.6% |
| Participant deferral / active EE | $10,863 | $7,283+49.2% | $7,352+47.8% | $4,562+138.1% |
| Admin fee / account holder | $130 | $137-5.1% | $10,799-98.8% | $152-14.5% |