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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,273 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,798 | $65,118-22.0% | $76,768-33.8% | $55,725-8.8% |
| Participation rate | 94.2% | 79.6%+14.5pp | 77.0%+17.2pp | 70.9%+23.3pp |
| Annual return | -4.69% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,280 | $1,941+69.0% | $2,485+32.0% | $2,078+57.8% |
| Participant deferral / active EE | $4,767 | $3,688+29.2% | $3,852+23.8% | $3,356+42.0% |
| Admin fee / account holder | $89 | $116-23.3% | $6,675-98.7% | $115-22.8% |