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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,937 |
STRONG TOWER ADVISORY SERVICES1+ years Service code 27 · EIN 86-3753384 | Advisory (Plan) | $11,499 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $29,908 | $65,435-54.3% | $86,677-65.5% | $66,914-55.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -10.77% | -10.89%+0.1pp | 35.91%-46.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $2,767 | $2,153+28.5% | $2,836-2.4% | $2,544+8.8% |
| Participant deferral / active EE | $6,944 | $4,100+69.3% | $4,656+49.1% | $4,237+63.9% |
| Admin fee / account holder | $150 | $642-76.5% | $7,493-98.0% | $593-74.6% |