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 | $110,436 |
MORNINGSTAR4 years 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 | $139,726 | $119,446+17.0% | $150,045-6.9% | $85,563+63.3% |
| Participation rate | 95.0% | 75.4%+19.6pp | 82.3%+12.7pp | 66.0%+29.1pp |
| Annual return | 15.97% | 23.72%-7.8pp | 62.55%-46.6pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,612 | $4,078-35.9% | $4,693-44.3% | $2,654-1.6% |
| Participant deferral / active EE | $10,828 | $7,985+35.6% | $7,997+35.4% | $4,375+147.5% |
| Admin fee / account holder | $230 | $548-58.0% | $13,435-98.3% | $834-72.4% |