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 7-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,109 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,402 | $45,031+40.8% | $84,966-25.4% | $77,643-18.3% |
| Participation rate | 21.0% | 48.7%-27.7pp | 67.5%-46.5pp | 70.6%-49.6pp |
| Annual return | 13.33% | 79.22%-65.9pp | 66.38%-53.1pp | 31.24%-17.9pp |
| Employer contribution / active EE | $862 | $1,609-46.5% | $2,727-68.4% | $2,726-68.4% |
| Participant deferral / active EE | $1,889 | $2,807-32.7% | $4,519-58.2% | $4,647-59.4% |
| Admin fee / account holder | $132 | $912-85.6% | $6,149-97.9% | $430-69.4% |