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 | $254,006 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,961 |
MORNINGSTAR3 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 | $101,603 | $122,693-17.2% | $184,203-44.8% | $199,593-49.1% |
| Participation rate | 99.8% | 86.8%+13.0pp | 86.8%+13.0pp | 72.0%+27.8pp |
| Annual return | 15.18% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.1pp |
| Employer contribution / active EE | $6,944 | $4,584+51.5% | $6,427+8.0% | $3,034+128.9% |
| Participant deferral / active EE | $7,990 | $7,9900% | $9,131-12.5% | $5,087+57.1% |
| Admin fee / account holder | $154 | $121+27.4% | $13,901-98.9% | $269-42.9% |