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 | $33,653 |
MORNINGSTAR3 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 | $57,796 | $49,915+15.8% | $154,803-62.7% | $74,304-22.2% |
| Participation rate | 91.4% | 54.0%+37.4pp | 78.1%+13.3pp | 60.3%+31.0pp |
| Annual return | 13.51% | 34.06%-20.5pp | 58.88%-45.4pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,008 | $1,611+24.6% | $4,305-53.4% | $2,241-10.4% |
| Participant deferral / active EE | $2,578 | $2,255+14.3% | $5,540-53.5% | $3,767-31.6% |
| Admin fee / account holder | $209 | $2,189-90.5% | $14,329-98.5% | $2,969-93.0% |