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 | $111,843 |
Service code 49 · EIN 41-0973005 | Other Services | $21,899 |
MORNINGSTAR1 year 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 |
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 | $72,920 | $119,446-39.0% | $150,045-51.4% | $85,563-14.8% |
| Participation rate | 84.1% | 75.4%+8.7pp | 82.3%+1.8pp | 66.0%+18.1pp |
| Annual return | 9.88% | 23.72%-13.8pp | 62.55%-52.7pp | 31.51%-21.6pp |
| Employer contribution / active EE | $6,481 | $4,078+58.9% | $4,693+38.1% | $2,654+144.3% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $153 | $548-72.0% | $13,435-98.9% | $834-81.6% |