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 5-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 |
|---|---|---|
IMA WEALTH INC3+ years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $39,988 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,980 |
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 | $78,868 | $102,553-23.1% | $151,611-48.0% | $66,914+17.9% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -16.91% | -10.82%-6.1pp | 3.33%-20.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $5,956 | $4,180+42.5% | $6,166-3.4% | $2,544+134.1% |
| Participant deferral / active EE | $6,990 | $6,641+5.3% | $8,363-16.4% | $4,237+65.0% |
| Admin fee / account holder | $238 | $630-62.2% | $11,616-98.0% | $593-59.9% |