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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,877 |
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 | $43,827 | $79,171-44.6% | $102,423-57.2% | $74,495-41.2% |
| Participation rate | 72.7% | 74.8%-2.1pp | 76.5%-3.8pp | 67.2%+5.5pp |
| Annual return | 14.06% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,806 | $2,362-23.6% | $3,023-40.3% | $2,623-31.2% |
| Participant deferral / active EE | $3,624 | $4,415-17.9% | $5,053-28.3% | $4,346-16.6% |
| Admin fee / account holder | $182 | $2,001-90.9% | $9,451-98.1% | $1,942-90.6% |