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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,196 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A Service code 26 · EIN 47-1411118 | Advisory (Participants) | $66,702 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,237 | $50,982+47.6% | $154,803-51.4% | $85,563-12.1% |
| Participation rate | 61.1% | 59.8%+1.3pp | 78.1%-17.0pp | 66.0%-4.9pp |
| Annual return | 15.47% | 30.35%-14.9pp | 58.88%-43.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,704 | $1,708-0.3% | $4,305-60.4% | $2,654-35.8% |
| Participant deferral / active EE | $3,502 | $2,474+41.5% | $5,540-36.8% | $4,375-20.0% |
| Admin fee / account holder | $268 | $846-68.3% | $14,329-98.1% | $834-67.9% |