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 | $100,139 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $3,105 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,767 | $52,626+25.0% | $98,442-33.2% | $93,030-29.3% |
| Participation rate | 39.6% | 65.3%-25.7pp | 73.3%-33.7pp | 73.9%-34.3pp |
| Annual return | 18.15% | 16.95%+1.2pp | 1492.73%-1474.6pp | 158.70%-140.6pp |
| Employer contribution / active EE | $615 | $1,894-67.5% | $2,960-79.2% | $2,706-77.3% |
| Participant deferral / active EE | $1,798 | $2,907-38.1% | $4,276-58.0% | $4,562-60.6% |
| Admin fee / account holder | $160 | $102+56.8% | $5,949-97.3% | $152+5.7% |