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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,678 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,768 |
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 | $38,432 | $65,908-41.7% | $81,812-53.0% | $77,643-50.5% |
| Participation rate | 95.9% | 65.8%+30.1pp | 72.3%+23.6pp | 70.6%+25.3pp |
| Annual return | 48.46% | 26.64%+21.8pp | 773.79%-725.3pp | 31.24%+17.2pp |
| Employer contribution / active EE | $1,528 | $2,370-35.5% | $2,912-47.5% | $2,726-43.9% |
| Participant deferral / active EE | $4,058 | $3,505+15.8% | $4,319-6.0% | $4,647-12.7% |
| Admin fee / account holder | $15 | $526-97.1% | $7,386-99.8% | $430-96.5% |