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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $215,157 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $85,787 |
MORNINGSTAR3 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 | $184,763 | $122,186+51.2% | $146,958+25.7% | $199,593-7.4% |
| Participation rate | 99.3% | 78.3%+21.0pp | 82.2%+17.1pp | 72.0%+27.3pp |
| Annual return | 23.11% | 30.56%-7.4pp | 418.34%-395.2pp | 34.25%-11.1pp |
| Employer contribution / active EE | $3,880 | $4,093-5.2% | $4,933-21.4% | $3,034+27.9% |
| Participant deferral / active EE | $12,191 | $8,502+43.4% | $8,070+51.1% | $5,087+139.7% |
| Admin fee / account holder | $121 | $179-32.0% | $12,998-99.1% | $269-54.8% |