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 | $1,066,927 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,154 | $145,516-53.2% | $184,203-63.0% | $99,062-31.2% |
| Participation rate | 95.4% | 90.3%+5.1pp | 86.8%+8.6pp | 71.6%+23.8pp |
| Annual return | 15.97% | 21.23%-5.3pp | 28.81%-12.8pp | 17.66%-1.7pp |
| Employer contribution / active EE | $2,787 | $5,354-48.0% | $6,427-56.6% | $3,262-14.6% |
| Participant deferral / active EE | $5,731 | $8,423-32.0% | $9,131-37.2% | $5,331+7.5% |
| Admin fee / account holder | $99 | $78+27.6% | $13,901-99.3% | $109-9.0% |