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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,116 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $83,533 |
MORNINGSTAR2 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 | $183,254 | $107,459+70.5% | $135,903+34.8% | $80,160+128.6% |
| Participation rate | 99.4% | 78.0%+21.3pp | 81.9%+17.5pp | 72.9%+26.5pp |
| Annual return | 19.33% | 91.91%-72.6pp | 68.23%-48.9pp | 40.38%-21.1pp |
| Employer contribution / active EE | $3,793 | $3,877-2.2% | $4,856-21.9% | $2,978+27.4% |
| Participant deferral / active EE | $12,354 | $8,195+50.7% | $7,758+59.2% | $5,017+146.2% |
| Admin fee / account holder | $121 | $127-4.3% | $10,762-98.9% | $145-16.2% |