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 9-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 | $75,617 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,562 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,824 | $65,561+3.5% | $91,541-25.9% | $74,304-8.7% |
| Participation rate | 98.8% | 56.6%+42.2pp | 69.8%+29.0pp | 60.3%+38.4pp |
| Annual return | 7.78% | 17.68%-9.9pp | 20.50%-12.7pp | 29.43%-21.7pp |
| Employer contribution / active EE | $2,688 | $1,717+56.5% | $2,505+7.3% | $2,241+19.9% |
| Participant deferral / active EE | $6,375 | $2,918+118.5% | $4,008+59.1% | $3,767+69.2% |
| Admin fee / account holder | $335 | $3,333-90.0% | $6,956-95.2% | $2,969-88.7% |