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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,300 |
MORNINGSTAR4+ years 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 | $128,111 | $110,483+16.0% | $145,433-11.9% | $79,634+60.9% |
| Participation rate | 88.7% | 71.1%+17.6pp | 82.1%+6.6pp | 62.5%+26.2pp |
| Annual return | 19.61% | 24.62%-5.0pp | 66.58%-47.0pp | 36.46%-16.9pp |
| Employer contribution / active EE | $5,105 | $4,053+26.0% | $4,554+12.1% | $2,529+101.9% |
| Participant deferral / active EE | $12,151 | $7,216+68.4% | $7,897+53.9% | $3,835+216.9% |
| Admin fee / account holder | $182 | $680-73.2% | $13,129-98.6% | $1,002-81.8% |