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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,465 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $18,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,500 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,523 | $48,698-31.2% | $93,606-64.2% | $199,593-83.2% |
| Participation rate | 75.4% | 63.5%+11.9pp | 68.7%+6.7pp | 72.0%+3.5pp |
| Annual return | 13.01% | 15.34%-2.3pp | 133.20%-120.2pp | 34.25%-21.2pp |
| Employer contribution / active EE | $380 | $1,135-66.5% | $2,420-84.3% | $3,034-87.5% |
| Participant deferral / active EE | $4,054 | $2,817+43.9% | $4,411-8.1% | $5,087-20.3% |
| Admin fee / account holder | $49 | $195-74.7% | $8,285-99.4% | $269-81.6% |