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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,440 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,950 | $106,028+10.3% | $146,958-20.4% | $77,643+50.6% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 15.93% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,070 | $4,063-73.7% | $4,933-78.3% | $2,726-60.7% |
| Participant deferral / active EE | $10,481 | $7,990+31.2% | $8,070+29.9% | $4,647+125.5% |
| Admin fee / account holder | $256 | $337-24.2% | $12,998-98.0% | $430-40.6% |