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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,986 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $98,699 | $95,274+3.6% | $135,903-27.4% | $74,419+32.6% |
| Participation rate | 93.8% | 78.2%+15.6pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 21.60% | 32.77%-11.2pp | 68.23%-46.6pp | 34.38%-12.8pp |
| Employer contribution / active EE | $3,055 | $3,874-21.2% | $4,856-37.1% | $2,637+15.8% |
| Participant deferral / active EE | $10,989 | $7,782+41.2% | $7,758+41.7% | $4,528+142.7% |
| Admin fee / account holder | $217 | $266-18.6% | $10,762-98.0% | $348-37.7% |