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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,913 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 22-1430039 | Accounting | $17,325 |
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 |
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 | $176,451 | $65,561+169.1% | $86,188+104.7% | $75,163+134.8% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.0%+18.5pp | 67.2%+20.3pp |
| Annual return | 14.64% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,901 | $1,553+22.4% | $2,380-20.1% | $2,670-28.8% |
| Participant deferral / active EE | $7,990 | $3,024+164.2% | $3,985+100.5% | $4,125+93.7% |
| Admin fee / account holder | $314 | $5,474-94.3% | $6,852-95.4% | $5,651-94.4% |