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 4-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,797 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,492 | $72,254-38.4% | $86,677-48.7% | $64,808-31.3% |
| Participation rate | 98.9% | 80.4%+18.5pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | -4.46% | 392.42%-396.9pp | 35.91%-40.4pp | 32.82%-37.3pp |
| Employer contribution / active EE | $5,476 | $2,393+128.8% | $2,836+93.0% | $2,506+118.5% |
| Participant deferral / active EE | $9,904 | $4,658+112.6% | $4,656+112.7% | $4,310+129.8% |
| Admin fee / account holder | $79 | $174-54.8% | $7,493-99.0% | $188-58.2% |