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 10-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $233,415 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $44,615 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $15,538 |
ADAMS AND ASSOCIATES5 years Service code 49 · EIN 88-0263693 | Other Services | $6,423 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,814 | $113,293-78.1% | $67,502-63.2% | $199,593-87.6% |
| Participation rate | 59.9% | 73.3%-13.4pp | 72.9%-13.0pp | 72.0%-12.1pp |
| Annual return | 15.68% | 15.88%-0.2pp | 3512.12%-3496.4pp | 34.25%-18.6pp |
| Employer contribution / active EE | $1,463 | $3,401-57.0% | $2,731-46.4% | $3,034-51.8% |
| Participant deferral / active EE | $991 | $4,159-76.2% | $4,000-75.2% | $5,087-80.5% |
| Admin fee / account holder | $161 | $103+56.7% | $3,998-96.0% | $269-40.2% |