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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,225 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,881 |
Filed as: BOECKERMANN, GRAFSTROM & Service code 10 · EIN 20-0472826 | Accounting | $24,698 |
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 | $82,131 | $56,503+45.4% | $70,092+17.2% | $64,808+26.7% |
| Participation rate | 96.2% | 70.5%+25.8pp | 70.5%+25.8pp | 71.5%+24.8pp |
| Annual return | -17.24% | -13.44%-3.8pp | 190.73%-208.0pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,937 | $2,046-5.4% | $2,559-24.3% | $2,506-22.7% |
| Participant deferral / active EE | $6,870 | $3,389+102.7% | $3,849+78.5% | $4,310+59.4% |
| Admin fee / account holder | $257 | $160+60.4% | $6,267-95.9% | $188+37.0% |