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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $195,576 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,029 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,508 | $95,918-17.1% | $151,611-47.6% | $77,904+2.1% |
| Participation rate | 99.8% | 88.7%+11.1pp | 87.5%+12.3pp | 73.7%+26.2pp |
| Annual return | -14.11% | -5.50%-8.6pp | 3.33%-17.4pp | 12.21%-26.3pp |
| Employer contribution / active EE | $7,527 | $4,330+73.8% | $6,166+22.1% | $2,848+164.3% |
| Participant deferral / active EE | $7,321 | $7,508-2.5% | $8,363-12.5% | $4,806+52.3% |
| Admin fee / account holder | $145 | $93+55.1% | $11,616-98.8% | $133+9.1% |