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 9-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 | $65,163 |
BAIRD INSURANCE SERVICES INC8 years Service code 49 · EIN 39-1236032 | Other Services | $19,450 |
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 | $97,964 | $109,881-10.8% | $150,045-34.7% | $84,808+15.5% |
| Participation rate | 98.2% | 76.1%+22.2pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 15.99% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,017 | $3,561+40.9% | $4,693+6.9% | $2,631+90.7% |
| Participant deferral / active EE | $11,949 | $6,636+80.1% | $7,997+49.4% | $4,212+183.7% |
| Admin fee / account holder | $517 | $8,568-94.0% | $13,435-96.2% | $7,344-93.0% |