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 | $392,711 |
Filed as: PRIME CAPITAL INVESTMENT ADVIS Service code 26 · EIN 82-1364595 | Advisory (Participants) | $31,368 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-4410122 | Advisory (Participants) | $6,643 |
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 | $86,356 | $115,744-25.4% | $100,391-14.0% | $199,593-56.7% |
| Participation rate | 93.5% | 85.7%+7.8pp | 81.5%+12.0pp | 72.0%+21.5pp |
| Annual return | 19.39% | 17.79%+1.6pp | 49.20%-29.8pp | 34.25%-14.9pp |
| Employer contribution / active EE | $2,709 | $3,657-25.9% | $3,942-31.3% | $3,034-10.7% |
| Participant deferral / active EE | $6,961 | $9,844-29.3% | $8,082-13.9% | $5,087+36.8% |
| Admin fee / account holder | $109 | $93+17.9% | $7,899-98.6% | $269-59.3% |