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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,979 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 · EIN 22-1146430 | Advisory (Plan) | $27,524 |
MORNINGSTAR3 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 | $38,500 | $65,241-41.0% | $126,539-69.6% | $85,563-55.0% |
| Participation rate | 92.3% | 48.6%+43.7pp | 69.8%+22.5pp | 66.0%+26.4pp |
| Annual return | 15.32% | 42.19%-26.9pp | 425.95%-410.6pp | 31.51%-16.2pp |
| Employer contribution / active EE | $610 | $1,937-68.5% | $3,674-83.4% | $2,654-77.0% |
| Participant deferral / active EE | $3,633 | $3,032+19.8% | $4,083-11.0% | $4,375-17.0% |
| Admin fee / account holder | $144 | $1,031-86.0% | $6,065-97.6% | $834-82.7% |