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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,581 |
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 | $76,318 | $82,202-7.2% | $125,339-39.1% | $64,808+17.8% |
| Participation rate | 90.4% | 77.9%+12.5pp | 82.4%+8.0pp | 71.5%+18.9pp |
| Annual return | -15.21% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,794 | $3,615-22.7% | $4,814-42.0% | $2,506+11.5% |
| Participant deferral / active EE | $8,822 | $7,175+22.9% | $7,446+18.5% | $4,310+104.7% |
| Admin fee / account holder | $176 | $163+8.0% | $10,010-98.2% | $188-6.2% |