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 | $145,941 |
Service code 49 P.O. BOX 71396 · CHICAGO, IL 606941396 | Other Services | $31,210 |
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 | $79,076 | $123,077-35.8% | $116,228-32.0% | $102,872-23.1% |
| Participation rate | 73.6% | 87.0%-13.4pp | 74.6%-0.9pp | 73.0%+0.6pp |
| Annual return | 32.72% | 15.84%+16.9pp | 90.06%-57.3pp | 19.06%+13.7pp |
| Employer contribution / active EE | $2,121 | $4,380-51.6% | $2,994-29.2% | $3,526-39.8% |
| Participant deferral / active EE | $3,764 | $6,746-44.2% | $4,953-24.0% | $5,535-32.0% |
| Admin fee / account holder | $122 | $115+5.6% | $11,989-99.0% | $292-58.3% |