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 | $6,664 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,254 | $88,083-87.2% | $164,813-93.2% | $74,495-84.9% |
| Participation rate | 75.6% | 73.0%+2.5pp | 78.6%-3.0pp | 67.2%+8.4pp |
| Annual return | 11.93% | 17.26%-5.3pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $512 | $4,498-88.6% | $6,031-91.5% | $4,346-88.2% |
| Admin fee / account holder | $62 | $2,234-97.2% | $12,690-99.5% | $1,942-96.8% |