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 | $109,633 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,574 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,920 | $69,823+25.9% | $77,163+13.9% | $74,419+18.1% |
| Participation rate | 94.7% | 70.0%+24.7pp | 69.6%+25.2pp | 70.7%+24.0pp |
| Annual return | 14.54% | 19.98%-5.4pp | 37.87%-23.3pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,999 | $2,150-7.0% | $2,535-21.2% | $2,637-24.2% |
| Participant deferral / active EE | $7,367 | $3,558+107.1% | $3,833+92.2% | $4,528+62.7% |
| Admin fee / account holder | $218 | $398-45.3% | $5,472-96.0% | $348-37.5% |