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: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,400 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,144 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,895 | $44,794+11.4% | $90,281-44.7% | $77,787-35.9% |
| Participation rate | 36.3% | 66.6%-30.2pp | 73.3%-36.9pp | 73.2%-36.9pp |
| Annual return | 23.59% | 28.23%-4.6pp | 78.10%-54.5pp | 32.57%-9.0pp |
| Employer contribution / active EE | $450 | $1,809-75.1% | $2,854-84.2% | $2,504-82.0% |
| Participant deferral / active EE | $1,406 | $2,642-46.8% | $3,885-63.8% | $3,967-64.6% |
| Admin fee / account holder | $15 | $94-84.0% | $5,351-99.7% | $100-84.9% |