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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $214,281 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
MORNINGSTAR2 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 | $89,053 | $112,686-21.0% | $169,993-47.6% | $80,160+11.1% |
| Participation rate | 99.7% | 87.4%+12.3pp | 87.0%+12.7pp | 72.9%+26.7pp |
| Annual return | 22.00% | 67.04%-45.0pp | 53.37%-31.4pp | 40.38%-18.4pp |
| Employer contribution / active EE | $7,465 | $4,481+66.6% | $6,785+10.0% | $2,978+150.7% |
| Participant deferral / active EE | $7,282 | $7,876-7.5% | $10,408-30.0% | $5,017+45.1% |
| Admin fee / account holder | $144 | $99+45.1% | $12,815-98.9% | $145-0.8% |