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 4-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 COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $52,191 |
SBHU LIFE AGENCY INC3+ years Filed as: SBHU LIFE AGENCY INC. Service code 49 | Other Services | $27,113 |
BSB1 year Filed as: BSB CONSULTANTS, INC. Service code 13 · EIN 37-1976641 | Contract Administrator | $5,405 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANANGEMENT Service code 26 | Advisory (Participants) | $0 |
SBHU LIFE AGENCY INC3+ years Service code 49 · EIN 13-2896238 1 NEW YORK PLAZA · NEW YORK, NY 100041901 | Other Services | $0 |
Filed as: WHLSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,330 | $82,978-62.2% | $129,995-75.9% | $71,457-56.2% |
| Participation rate | 84.2% | 74.1%+10.1pp | 78.5%+5.7pp | 67.9%+16.3pp |
| Annual return | 18.30% | 20.60%-2.3pp | -137.18%+155.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,318 | $2,622-49.7% | $4,320-69.5% | $2,588-49.1% |
| Participant deferral / active EE | $4,250 | $4,432-4.1% | $5,820-27.0% | $4,289-0.9% |
| Admin fee / account holder | $257 | $1,729-85.1% | $10,614-97.6% | $1,587-83.8% |