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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $243,643 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,685 |
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 | $120,474 | $95,388+26.3% | $125,339-3.9% | $77,904+54.6% |
| Participation rate | 74.8% | 78.6%-3.8pp | 82.4%-7.6pp | 73.7%+1.1pp |
| Annual return | -17.19% | 116.19%-133.4pp | 572.05%-589.2pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,596 | $3,666-56.5% | $4,814-66.8% | $2,848-44.0% |
| Participant deferral / active EE | $8,145 | $7,711+5.6% | $7,446+9.4% | $4,806+69.5% |
| Admin fee / account holder | $23 | $119-80.5% | $10,010-99.8% | $133-82.5% |