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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,963 |
MORNINGSTAR2 years 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 | $65,652 | $99,078-33.7% | $96,544-32.0% | $74,419-11.8% |
| Participation rate | 97.0% | 80.7%+16.4pp | 76.0%+21.1pp | 70.7%+26.3pp |
| Annual return | 33.66% | 22.48%+11.2pp | 25.84%+7.8pp | 34.38%-0.7pp |
| Employer contribution / active EE | $6,336 | $2,570+146.5% | $2,965+113.7% | $2,637+140.2% |
| Participant deferral / active EE | $10,720 | $4,933+117.3% | $4,851+121.0% | $4,528+136.7% |
| Admin fee / account holder | $72 | $225-67.8% | $8,252-99.1% | $348-79.2% |