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 | $89,867 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,234 | $122,239+108.0% | $184,200+38.0% | $74,546+241.0% |
| Participation rate | 98.6% | 85.5%+13.2pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 15.30% | 19.95%-4.6pp | 28.80%-13.5pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $7,059 | $4,537+55.6% | $6,424+9.9% | $2,624+169.0% |
| Participant deferral / active EE | $15,285 | $7,139+114.1% | $9,132+67.4% | $4,347+251.6% |
| Admin fee / account holder | $445 | $1,260-64.7% | $13,907-96.8% | $1,944-77.1% |