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 | $27,966 |
MORNINGSTAR2 years 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 |
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 | $49,975 | $55,415-9.8% | $155,509-67.9% | $74,495-32.9% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 12.30% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,158 | $2,267-4.8% | $4,672-53.8% | $2,623-17.7% |
| Participant deferral / active EE | $2,440 | $2,836-14.0% | $5,626-56.6% | $4,346-43.9% |
| Admin fee / account holder | $168 | $1,738-90.3% | $15,912-98.9% | $1,942-91.3% |