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 | $27,680 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,516 | $61,272-19.2% | $149,673-66.9% | $71,457-30.7% |
| Participation rate | 89.5% | 62.5%+27.0pp | 78.8%+10.7pp | 67.9%+21.6pp |
| Annual return | 10.48% | 35.85%-25.4pp | 134.42%-123.9pp | 28.85%-18.4pp |
| Employer contribution / active EE | $2,256 | $2,378-5.2% | $4,818-53.2% | $2,588-12.8% |
| Participant deferral / active EE | $2,216 | $2,917-24.0% | $5,680-61.0% | $4,289-48.3% |
| Admin fee / account holder | $181 | $1,261-85.7% | $13,210-98.6% | $1,587-88.6% |