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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $466,431 |
FINANCIAL ENGINES3+ years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $247,523 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $6,811 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $234,645 | $112,623+108.3% | $106,213+120.9% | $199,593+17.6% |
| Participation rate | 99.5% | 86.2%+13.3pp | 75.3%+24.2pp | 72.0%+27.5pp |
| Annual return | 13.14% | 15.57%-2.4pp | 116.14%-103.0pp | 34.25%-21.1pp |
| Employer contribution / active EE | $15,932 | $4,575+248.2% | $3,171+402.3% | $3,034+425.1% |
| Participant deferral / active EE | $13,642 | $6,659+104.9% | $5,016+172.0% | $5,087+168.2% |
| Admin fee / account holder | $138 | $107+28.8% | $11,033-98.8% | $269-48.8% |