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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $284,049 |
USI CONSULTING GROUP8 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,960 |
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 | $119,698 | $160,882-25.6% | $200,582-40.3% | $102,872+16.4% |
| Participation rate | 99.8% | 91.2%+8.6pp | 86.9%+12.9pp | 73.0%+26.8pp |
| Annual return | 16.71% | 18.15%-1.4pp | 42.33%-25.6pp | 19.06%-2.3pp |
| Employer contribution / active EE | $6,810 | $5,602+21.6% | $6,419+6.1% | $3,526+93.1% |
| Participant deferral / active EE | $9,357 | $9,300+0.6% | $9,331+0.3% | $5,535+69.1% |
| Admin fee / account holder | $172 | $125+38.0% | $16,305-98.9% | $292-41.1% |