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 | $120,669 |
Service code 27 P.O. BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $24,073 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,256 | $104,631-39.5% | $98,439-35.7% | $80,160-21.1% |
| Participation rate | 81.4% | 87.5%-6.1pp | 75.2%+6.2pp | 72.9%+8.5pp |
| Annual return | 14.19% | 34.72%-20.5pp | 21.16%-7.0pp | 40.38%-26.2pp |
| Employer contribution / active EE | $2,394 | $4,517-47.0% | $3,048-21.5% | $2,978-19.6% |
| Participant deferral / active EE | $4,089 | $6,545-37.5% | $4,738-13.7% | $5,017-18.5% |
| Admin fee / account holder | $108 | $105+3.5% | $8,948-98.8% | $145-25.2% |