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 7-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,149 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,759 | $76,050-63.5% | $96,544-71.2% | $71,457-61.2% |
| Participation rate | 81.1% | 74.4%+6.7pp | 76.0%+5.1pp | 67.9%+13.2pp |
| Annual return | 22.06% | 22.81%-0.8pp | 25.84%-3.8pp | 28.85%-6.8pp |
| Employer contribution / active EE | $40 | $2,244-98.2% | $2,965-98.6% | $2,588-98.4% |
| Participant deferral / active EE | $4,840 | $4,215+14.8% | $4,851-0.2% | $4,289+12.9% |
| Admin fee / account holder | $200 | $2,707-92.6% | $8,252-97.6% | $1,587-87.4% |