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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,394 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
NICOL INVESTORS CORPORATION3 years Service code 49 · EIN 68-0515054 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,231 | $59,417+13.2% | $93,606-28.2% | $74,495-9.8% |
| Participation rate | 71.7% | 59.7%+12.0pp | 68.7%+3.0pp | 67.2%+4.5pp |
| Annual return | 12.93% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $377 | $1,264-70.2% | $2,420-84.4% | $2,623-85.6% |
| Participant deferral / active EE | $4,055 | $3,050+33.0% | $4,411-8.1% | $4,346-6.7% |
| Admin fee / account holder | $230 | $3,021-92.4% | $8,285-97.2% | $1,942-88.2% |