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 | $120,144 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,405 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,768 | $66,457+44.1% | $81,382+17.7% | $77,643+23.3% |
| Participation rate | 96.3% | 68.7%+27.6pp | 69.5%+26.8pp | 70.6%+25.7pp |
| Annual return | 11.69% | 15.93%-4.2pp | 24.73%-13.0pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,858 | $2,159-14.0% | $2,463-24.6% | $2,726-31.8% |
| Participant deferral / active EE | $7,091 | $3,679+92.7% | $3,883+82.6% | $4,647+52.6% |
| Admin fee / account holder | $246 | $583-57.7% | $5,768-95.7% | $430-42.8% |