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 | $9,844 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,300 | $106,110+64.3% | $147,005+18.6% | $77,671+124.4% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.2pp | 70.6%+26.7pp |
| Annual return | 14.52% | 56.77%-42.3pp | 418.76%-404.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $8,085 | $4,065+98.9% | $4,934+63.9% | $2,726+196.6% |
| Participant deferral / active EE | $15,700 | $7,992+96.5% | $8,070+94.5% | $4,648+237.8% |
| Admin fee / account holder | $17 | $338-95.0% | $13,006-99.9% | $430-96.1% |