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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,716 |
NORTHWESTERN MUTUAL INVESTMENT SERV11+ years Service code 49 · EIN 52-2114207 | Other Services | $7,868 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,027 | $50,529-28.7% | $66,042-45.4% | $85,563-57.9% |
| Participation rate | 95.5% | 57.7%+37.8pp | 67.5%+28.0pp | 66.0%+29.6pp |
| Annual return | 15.59% | 18.34%-2.8pp | 52.11%-36.5pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,474 | $1,111+32.8% | $1,579-6.6% | $2,654-44.4% |
| Participant deferral / active EE | $3,538 | $2,768+27.8% | $2,835+24.8% | $4,375-19.1% |
| Admin fee / account holder | $123 | $1,005-87.7% | $5,747-97.9% | $834-85.2% |