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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $264,883 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $97,361 |
MORNINGSTAR3 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,488 | $110,299-18.0% | $102,423-11.7% | $199,593-54.7% |
| Participation rate | 90.8% | 86.3%+4.6pp | 76.5%+14.4pp | 72.0%+18.9pp |
| Annual return | 14.85% | 35.73%-20.9pp | 29.32%-14.5pp | 34.25%-19.4pp |
| Employer contribution / active EE | $2,816 | $3,603-21.9% | $3,023-6.9% | $3,034-7.2% |
| Participant deferral / active EE | $8,968 | $6,376+40.7% | $5,053+77.5% | $5,087+76.3% |
| Admin fee / account holder | $221 | $122+80.8% | $9,451-97.7% | $269-17.7% |