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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $262,111 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $111,819 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,766 | $104,697-26.7% | $96,544-20.5% | $80,160-4.2% |
| Participation rate | 89.4% | 86.4%+3.1pp | 76.0%+13.5pp | 72.9%+16.5pp |
| Annual return | 26.95% | 21.78%+5.2pp | 25.84%+1.1pp | 40.38%-13.4pp |
| Employer contribution / active EE | $2,593 | $3,536-26.7% | $2,965-12.6% | $2,978-12.9% |
| Participant deferral / active EE | $8,184 | $6,188+32.3% | $4,851+68.7% | $5,017+63.1% |
| Admin fee / account holder | $212 | $107+98.7% | $8,252-97.4% | $145+46.3% |