Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $110,849 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,669 | $54,193+32.2% | $93,654-23.5% | $77,671-7.7% |
| Participation rate | 92.8% | 63.9%+28.9pp | 68.7%+24.1pp | 70.6%+22.2pp |
| Annual return | 13.98% | 30.54%-16.6pp | 133.34%-119.4pp | 31.21%-17.2pp |
| Employer contribution / active EE | $734 | $1,168-37.1% | $2,421-69.7% | $2,726-73.1% |
| Participant deferral / active EE | $4,218 | $3,144+34.2% | $4,413-4.4% | $4,648-9.3% |
| Admin fee / account holder | $273 | $576-52.6% | $8,282-96.7% | $430-36.6% |