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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,266 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,790 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 16 · EIN 20-1054428 | Consulting | $22,919 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,608 | $58,320+21.1% | $86,436-18.3% | $66,914+5.5% |
| Participation rate | 98.9% | 78.6%+20.3pp | 80.3%+18.6pp | 69.8%+29.1pp |
| Annual return | -16.36% | -9.71%-6.6pp | 4394.89%-4411.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $540 | $2,615-79.3% | $3,769-85.7% | $2,544-78.8% |
| Participant deferral / active EE | $7,634 | $6,899+10.6% | $6,952+9.8% | $4,237+80.2% |
| Admin fee / account holder | $273 | $546-49.9% | $6,731-95.9% | $593-53.9% |