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 COMPANY4+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $64,689 |
SBHU LIFE AGENCY INC4+ years Filed as: SBHU LIFE AGENCY INC. Service code 49 | Other Services | $38,539 |
ASSOCIATED PENSION CONSULTANTS4+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $8,209 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANANGEMENT Service code 26 | Advisory (Participants) | $0 |
SBHU LIFE AGENCY INC4+ 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,968 | $88,083-55.8% | $164,813-76.4% | $74,495-47.7% |
| Participation rate | 83.4% | 73.0%+10.4pp | 78.6%+4.8pp | 67.2%+16.2pp |
| Annual return | 17.66% | 17.26%+0.4pp | 69.93%-52.3pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,465 | $2,593-43.5% | $4,341-66.2% | $2,623-44.1% |
| Participant deferral / active EE | $4,527 | $4,498+0.6% | $6,031-24.9% | $4,346+4.2% |
| Admin fee / account holder | $304 | $2,234-86.4% | $12,690-97.6% | $1,942-84.3% |