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 COMPANY2+ years Service code 13 · EIN 41-0127290 | Contract Administrator | $34,174 |
STRONG TOWER ADVISORY SERVICES2+ years Service code 27 · EIN 86-3753384 | Advisory (Plan) | $14,311 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,395 | $76,050-52.1% | $96,544-62.3% | $71,457-49.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 25.96% | 22.81%+3.1pp | 25.84%+0.1pp | 28.85%-2.9pp |
| Employer contribution / active EE | $2,819 | $2,244+25.6% | $2,965-4.9% | $2,588+8.9% |
| Participant deferral / active EE | $7,138 | $4,215+69.3% | $4,851+47.1% | $4,289+66.4% |
| Admin fee / account holder | $165 | $2,707-93.9% | $8,252-98.0% | $1,587-89.6% |