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 8-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $224,412 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $100,970 |
MORNINGSTAR1 year 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 | $57,489 | $130,141-55.8% | $86,677-33.7% | $77,904-26.2% |
| Participation rate | 87.5% | 85.9%+1.6pp | 76.6%+10.9pp | 73.7%+13.8pp |
| Annual return | -10.07% | -12.75%+2.7pp | 35.91%-46.0pp | 12.21%-22.3pp |
| Employer contribution / active EE | $1,715 | $3,220-46.8% | $2,836-39.5% | $2,848-39.8% |
| Participant deferral / active EE | $5,112 | $5,757-11.2% | $4,656+9.8% | $4,806+6.4% |
| Admin fee / account holder | $184 | $132+39.3% | $7,493-97.6% | $133+38.5% |