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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,134 |
MORNINGSTAR1 year 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 | $93,005 | $91,372+1.8% | $129,995-28.5% | $74,419+25.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 78.5%+1.5pp | 70.7%+9.3pp |
| Annual return | 19.35% | 23.21%-3.9pp | -137.18%+156.5pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,318 | $2,563-9.6% | $4,320-46.3% | $2,637-12.1% |
| Participant deferral / active EE | $5,850 | $4,721+23.9% | $5,820+0.5% | $4,528+29.2% |
| Admin fee / account holder | $277 | $283-2.2% | $10,614-97.4% | $348-20.4% |