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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,214 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,906 |
MORNINGSTAR4 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,290 | $50,982-26.9% | $154,803-75.9% | $85,563-56.4% |
| Participation rate | 56.3% | 59.8%-3.5pp | 78.1%-21.8pp | 66.0%-9.7pp |
| Annual return | 23.04% | 30.35%-7.3pp | 58.88%-35.8pp | 31.51%-8.5pp |
| Employer contribution / active EE | $1,763 | $1,708+3.2% | $4,305-59.0% | $2,654-33.6% |
| Participant deferral / active EE | $4,654 | $2,474+88.1% | $5,540-16.0% | $4,375+6.4% |
| Admin fee / account holder | $326 | $846-61.4% | $14,329-97.7% | $834-60.9% |